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Larry Koeppel, CFP®, MBA

Gold Coast Securities

18757 Burbank Blvd
Ste 127
Tarzana, CA 91356
Phone: (310) 601-4178
Fax: (310) 601-4179

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Getting Married
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Startup
  • Succession Planning
  • Starting a Family
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.