Larry Steinberg



Tax Mitigation on Front End, Endowment Model Investing on the Back End

Larry turns income into net worth

Larry Steinberg is an experienced financial adviser, thought leader, and speaker. Larry is a published author, has been quoted in numerous publications and is a regular speaker at conferences and events. Larry started with Wells Fargo while attending Occidental College, went to Transamerica after graduation and was a registered representative of SunAmerica Securities before starting his own firm at age 25.

25 years later today, Larry serves two roles within Financial Architects. First, he serves as the firm’s Chief Investment Officer, managing the firm’s investment portfolios following the Endowment Model using alternative and traditional investments focusing on after tax returns for IRAs, trusts, qualified retirement plans, donor advised funds and captive insurance.

Secondarily, Larry has a strong focus on tax strategy as that is often the client’s largest impediment to growing their net worth and gaining financial freedom. Whether the income is from a business, a salary, or the sale of an asset such as a closely held business or piece of real estate, Larry has strategies to reduce the tax bill and allow clients to keep more of their own money.

Please note that there are special rules & risks associated with alternative investments & not every investor will be eligible or suitable to invest in alternative investments. Many alternative investments place limitations on who may purchase them based a person's income & assets & some may only be available to accredited investors. Alternative Investments often include a high degree of risk.

Securities offered through Cabin Securities, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through Claraphi Advisory Network LLC, a SEC Registered Investment Adviser. Claraphi is not affiliated with Financial Architects or Cabin Securities. 

We believe in transparency for more information on us, please visit www.adviserinfo.sec.gov. https://brokercheck.finra.org/

CA Insurance License 0B19683.

1002sc
Sport: Football and Rugby
College/Pro Team: Occidental College
Chapter: Pasadena (CrossBiz)
Profession: Investment Adviser
Specialty: Taxation
Preferred Contact: 6268441190


Larry Steinberg's activity stream

  • donated 2019-12-09 12:52:36 -0800

    Event Checkout

    We are an exclusive community of former college and professional athletes excelling in the world of business. We are competitors, teammates, friends, and trusted advisors. We expect nothing but success at the highest level as business professionals.

    From the backboards to the boardrooms or the courts to the court of law, we maintain the passion, discipline, and fortitude to thrive in the sport of business. The uniforms may be different, but the athlete is always the same.

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  • 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