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Larry Steinberg is an experienced financial adviser, speaker, and author. He combines the endowment model of investing with tax strategy to create financial peace of mind. Larry started as an advisor at age 23, started his own shop at 25, and currently has been a licensed advisor for 30 years.As a partner and the Chief Investment Officer of Financial Architects and Cabin Advisors, he guides the firms' investment management using alternative and traditional investments focusing on after tax returns and spendable income for families, trusts, retirement plans, donor advised funds and captive insurance.Gifted with a booming voice, Larry speaks on taxes, alternative investments, indexing, and entrepreneurship at various conferences and events around the country. He also has used that voice closer to home to coach his kid's in their sports. Larry is a big believer in athletics for both skill and character development.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. Investment advisory services offered through Cabin Advisors LLC, a Registered Investment Advisor in the State of Kansas. CA Insurance License 0B19683.
Financial Architects
View- Website:
- financialarchitects.com
- Employees:
- 3
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Partner And CioFinancial ArchitectsPasadena, Ca, Us
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Partner & CioFinancial Architects Inc. 2014 - PresentFinancial Architects (“FA”) provides comprehensive financial solutions advising on taxes, investments, & insurance. The firm works in a team approach with CPAs, attorneys, & other professionals who refer us the majority of our new business. FA starts by focusing on taxes as they are the single largest impediment to growing net worth and gaining financial independence. FA has solutions for reducing taxes whether the tax is earned, passive, active, capital gain, or recapture. Whether it is from a business, employment, or the sale of an asset such as a business or real estate.FAs investment management services use asset allocation strategies developed from the Yale University Endowment Model (developed by David Swenson & Dean Takahashi). This model builds on the application of modern portfolio theory where investors are not limited to the traded markets, but invest in alternative investments. These investments, often with limited or no liquidity, are typically less correlated to the stock & bond markets, allowing for a higher degree of diversification.To facilitate the application of the Endowment Model, FA has developed relationships with private equity, real estate, private debt, and other sponsors to give its client's access to unique investments, many with advantageous tax benefits & limited availability. Some are exclusive to FA.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. Investment advisory services offered through Cabin Advisors LLC, a Registered Investment Advisor in the State of Kansas.
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Partner & CioCabin Advisors, Llc 2023 - PresentCabin Advisors, LLC (CA) is a Registered Investment Advisor using asset allocation strategies developed from the Yale University Endowment Model (developed by David Swenson & Dean Takahashi). This model builds on the application of modern portfolio theory where investors are not limited to the traded markets, but invest in alternative investments. These investments, often with limited or no liquidity, are typically less correlated to the stock & bond markets, allowing for a higher degree of diversification.To facilitate the application of the Endowment Model, FA has developed relationships with private equity, real estate, private debt, and other sponsors to give its client's access to unique investments, many with advantageous tax benefits & limited availability. Some are exclusive to CA.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.Investment advisory services offered through Cabin Advisors LLC, a Registered Investment Advisor in the State of Kansas.
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Founder & CioSteinberg Funds 2019 - PresentPrivate Family Office
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PartnerEl Septimo Hollywood 2020 - PresentEl Septimo Hollywood is a seductively hip, premium work and event center in the heart of Hollywood. Originally founded as ASH Lounge, the hidden oasis for those who enjoy cigars become part of the El Septimo family in January of 2023. Profiled in Cigar Aficionado, it is way to escape to Old Havana as a cigar friendly coworking space during the day or enjoy the full calendar of evening events.www.elseptimohollywood.com
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Financial AdvisorSteinberg Financial Group 1995 - 2014The Steinberg Financial Group was the parent company of Steinberg Financial Advisers, Stone Mountain Retirement Plans, and Steinberg Insurance. Company was rolled into Financial Architects.
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ConsultantSan Gabriel Valley Sbdc 1997 - 2003The U.S Small Business Administration (SBA) administers the Small Business Development Center Program to provide management assistance to current and prospective small business owners. SBDCs offer one-stop assistance to individuals and small businesses by providing a wide variety of information and guidance in central and easily accessible branch locations.
Larry Steinberg Skills
Larry Steinberg Education Details
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Occidental CollegeEconomics Emphasis -
Torrey Pines High SchoolGeneral Education
Frequently Asked Questions about Larry Steinberg
What company does Larry Steinberg work for?
Larry Steinberg works for Financial Architects
What is Larry Steinberg's role at the current company?
Larry Steinberg's current role is Partner and CIO.
What is Larry Steinberg's email address?
Larry Steinberg's email address is la****@****cts.com
What is Larry Steinberg's direct phone number?
Larry Steinberg's direct phone number is +162686*****
What schools did Larry Steinberg attend?
Larry Steinberg attended Occidental College, Torrey Pines High School.
What are some of Larry Steinberg's interests?
Larry Steinberg has interest in Children, Coaching, Economic Empowerment, Former Rugby Player, Education, Hiking, Dogs.
What skills is Larry Steinberg known for?
Larry Steinberg has skills like Translating Financial Into English, Tax Mitigation, Endowment Model, Alternative Investments, Public Speaking, Captive Insurance, Installment Sales, 401k Plans, Pensions, Retirement Planning, Business Insurance, Personal Insurance.
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