
Chfc Larry Partida
As a Financial Advisor, I offer a range of services to help my clients reach their financial goals.... | Kapolei, Hawaii, United States
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Chfc Larry Partida’s Emails lp****@ny****.com
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Chfc Larry Partida’s Location Kapolei, Hawaii, United States
Chfc Larry Partida’s Expertise As a Financial Advisor, I offer a range of services to help my clients reach their financial goals. Here are some of the services I provide: ► Financial Planning: I work with clients to create a comprehensive financial plan that takes into account their goals, risk tolerance, and current financial situation. ► Investment Management: I help clients manage their investments by selecting the right mix of assets, diversifying their portfolio, and monitoring their performance. ► Retirement Planning: I assist clients in planning for their retirement by estimating retirement expenses, determining the optimal age to retire, and creating a retirement income strategy. ► Tax Planning: I help clients minimize their tax liability by identifying tax-saving opportunities and creating tax-efficient investment strategies. ► Insurance Planning: I analyze clients' insurance needs and recommend appropriate insurance products that can protect their assets and provide financial security. ► Estate Planning: I assist clients in creating an estate plan that ensures their assets are distributed according to their wishes and minimizes estate taxes. ► Financial Education: I provide clients with education and resources to help them make informed financial decisions and improve their financial literacy. These are just some of the services I offer as a financial professional. Contact me to learn more about how I can help you achieve your financial goals. Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor. 26 W. Dry Circle Creek, Suite 800, Littleton, CO 80120. (303) 797-9080.
Chfc Larry Partida’s Current Industry Lp Financial
Chfc
Larry Partida’s Prior Industry
Nylife Securities
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Lp Financial
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Work Experience

Lp Financial
Financial Advisor
Thu Jun 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Nylife Securities
Financial Services Professional
Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)