Larry Johnson

Financial Advisor

Phone: 805.484.1011
Fax: 805.484.0420
 

Larry Johnson is a well-known local financial professional helping personal and business clients manage their financial affairs in preparation for the "Golden Years". Since 1990, he has been helping them preserve their capital, increase their income and organize their investments. Larry seeks to help his clients lower their tax bills, eliminate taxes on their social security income, increase their fixed monthly income, preserve their estates and obtain better confidence for their financial future.

Larry has developed a specialty in working with retirees and those about to retire who want to preserve their principal and insure that their money lasts. His practice focuses on helping pre-retirees and retirees avoid the most common financial mistakes. As a certified "Paralegal" with Citadel Law Inc., he is able to assist the client in accumulating assets, building an estate, protecting assets for the client's use and enjoyment, distributing remaining assets to the client's chosen heirs and beneficiaries through a comprehensive process.

Larry and Judy, his wife of 41 years have lived in Thousand Oaks for 38 years. He is active in the Boy Scouts of America (as a merit badge counselor) and several civic organizations. He is also a licensed Commercial Pilot and enjoys the art of fly fishing and mountain biking.

Larry M Johnson is a Registered Representative offering securities through SagePoint Financial, Inc. A Financial Specialist with Independent Capital Management, Inc. and a Certified Paralegal with Citadel Law, Inc.

 

California Insurance License #0E29188