Larry Steinberg Email & Phone Number

Pasadena, Ca, Us

Financial 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.

Cabin 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.

Private Family Office

El 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

The Steinberg Financial Group was the parent company of Steinberg Financial Advisers, Stone Mountain Retirement Plans, and Steinberg Insurance. Company was rolled into Financial Architects.

The 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.

Ab, Diplomacy & World Affairs, Economics Emphasis

Diploma, General Education