Larry Takahashi, CFP®, AIF®

Larry’s mission as a trusted wealth advisor is to assist his clients in aligning their key values with the financial resources necessary to achieve their goals in life.

Larry’s primary focus is on creating tax-efficient wealth preservation, income distribution and estate planning strategies for his clients.

Larry is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®) and a Certified Public Accountant (inactive). 

A former senior financial executive in private industry with over twenty years of experience as a CPA, Larry began his career with the international accounting firm of Deloitte Haskins & Sells.

Larry serves as a board member of the South Bay Estate Planning Council, and is also a member of the Financial Planning Association, the American Institute of Certified Public Accountants, the Torrance Area Chamber of Commerce and UCLA Bruin Professionals.

Larry is a graduate and former Executive Director of Leadership Torrance.

Larry holds an MBA degree in finance from the UCLA Anderson School of Management, and a BS degree in accounting from California State University, Northridge.

 

  

     

 

 

   

Accredited Investment Fiduciary AIF