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Real Estate Family Office & Private Wealth West
June 5-6, 2025
Monarch Beach ResortDana Point, CA
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Larry Steinberg
Partner & CIO at Financial Architects
Speaker

Profile

Larry is an experienced financial adviser, thought leader, and speaker. Larry is a published author and a regular speaker at conferences and events. He is an Investment Advisor Representative (IAR) with Cabin Advisors and Registered Representative (RR) with Cabin Securities.

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.

He manages the firm’s investment portfolios using alternative and traditional investments focusing on after-tax returns for IRAs, trusts, qualified retirement plans, donor-advised funds, and captive insurance.

Agenda Sessions

  • Tax Issues, Investment Structures, & Succession Planning Solutions

    , 9:30am
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At this event

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Jon Taylor
Registered Representative
JRW Investments

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