Larry Makatura, CFP®
LPL Financial Advisor, Certified Financial Planner TM
Larry is a Certified Financial Planner TM (CFP®) and an LPL Financial Advisor. For nearly three decades, Larry has assisted a broad range of individuals, families, business owners and retirement plan participants pursue their financial goals across multiple market and economic cycles. He is a member of the Institute of Certified Financial Planners and the National Association of Life Underwriters.
Larry has been involved in all areas of estate, family and business planning since 1983. Over time he has developed a highly specialized practice, concentrating on investment, insurance and retirement planning. Larry has taught several retirement planning classes which focus on the importance of developing a retirement income plan. His broad experience coupled with a commitment to continuing education has enabled him to create long-term, meaningful relationships with his clients as he guides them through their ongoing financial challenges and helps them to pursue their wealth management goals.
Larry, his wife and daughter have lived in Thousand Oaks since 1985. They enjoy traveling and participating in sports, church and school activities.
- Certified Financial Planner TM (CFP®)
- Securities Registrations*:
- FINRA Series 24 (Registered Principal)
- FINRA Series 7 (General Securities Representative)
- Life and Health Insurance license
*Securities registrations held through LPL Financial