Larry Steinberg



Tax Mitigation

Larry helps people keep more of their own money and then invest like the best professional investors, endowments and pensions

Larry Steinberg, aka the Financial Quarterback, is a well‐known financial advisor, thought leader, and speaker. Larry is a published author, has been quoted in numerous publications and is a regular speaker at numerous conferences and industry events including Global Indexing and ETFs (June 2016), the Western Non‐Traded REIT & Alternative Investment Symposium (December 2015), and the Crowdfunding Forum (September 2015). Larry’s focus is on tax mitigation, where he works with his client’s accountant and attorney using tools such as captive insurance, deferred sales trust, qualified plans, and 1031/1035 exchanges to reduce the client’s tax footprint and allow them to keep more of their own money. He then uses the Household Endowment Model (HEM) to manage their investments. HEM allocates globally to traditional and nontraditional investments which includes alternative investments. Please contact the office for more information.

Financial Quarterback

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Sport: football and rugby
College/Pro Team: Occidental College
Chapter: Pasadena
Profession: Investment Adviser
Specialty: Taxation
Preferred Contact: email


Larry Steinberg's activity stream

  • rsvped for Century City Team Meeting 2019-01-14 20:25:30 -0800

    Century City Team Meeting

    Please join us for the Century City Team meeting from 5:30PM to 7PM

    Parking: $12 per car at the 1880 Century Park East building parking lot. Otherwise, Parking is available at the nearby Westfield Century City mall for $1/hour (for the first 3 hours).

    We look forward to seeing you there!

    The AthletesTouch Team

     

    ABOUT OUR GUEST SPEAKER! 

     

    CORY PAUS is a motivational speaker who played Quarterback for the UCLA Bruins and professionally for the Calgary Stampeders of the Canadian Football League. Having been a starting Quarterback at UCLA for four years, Cory now brings the same leadership qualities to his clients and as a guest speaker for sales and motivational projects! Cory is also a Senior Vice President at HUB International, which is one of the top ten brokerage firms in the country. HUB International provides an array of property, casualty, risk management, life and health, investment, and wealth management products and services across North America that specializes in employee benefits. 

     

     


    Athletes Teaming Up In Business
    Proudly Sponsored By

    outdoorproducts.com

    WHEN
    January 23, 2019 at 5:30pm
    WHERE
    Sklar Kirsh
    1880 Century Park E
    Ste. 300
    Los Angeles, CA 90067
    United States
    Google map and directions
    7 rsvps rsvp

  • rsvped for Pasadena Team Meeting 2019-01-14 20:23:19 -0800

    Pasadena Team Meeting

    Please join us for the Pasadena Team meeting at Lucas Horsfall from 7:30AM to 9AM.

    Parking: Entrance to parking is on Chestnut and any visitor parking can be used. Otherwise there is street parking on Chestnut and Raymond.

     

     

     

     

    AthletesTouch
    Athletes Teaming Up In Business
    Proudly Sponsored By

    outdoorproducts.com

    WHEN
    January 30, 2019 at 7:30am
    WHERE
    Pasadena Team Meeting at Lucas Horsfall
    100 E Corson St
    Suite 200
    Pasadena, CA 91103-3841
    United States
    Google map and directions
    4 rsvps rsvp

  • posted about Financial Architects expands network on Facebook 2016-11-03 11:15:27 -0700
    Bulletin Board: Financial Architects expands network

    Financial Architects expands network

    Financial Architects is expanding its network of investment advisory firms that license its tax mitigation tools and marketing