Larry Weiss Email Address

Certified Financial Planner CFP®, Certified Public Accountant CPA

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We work at the intersection of your money and your life in helping develop a plan to reach your life goals. I am a financial educator who specializes in working with clients in developing a road map to their financial future. Our planning process includes detailed analysis of the investment process and allocation but also a focus on risk management. We provide frequent education workshops on a range of important financial topics to businesses, students and community organizations. I have written frequent articles in Estate Planning Review, Pension Plan Guide, San Francisco Apartment and California Apartment Association. Fee based financial planner. Provide advisory services for clients looking to plan for retirement and who own highly appreciated real estate. Specialties: Tax, Investment and Risk Management Planning for people approaching retirement.