Join BP South Bay for their monthly meeting, this time on Zoom!

Securing Your Future: Financial Planning Essentials
With Larry Takahashi and David Tassone

Meet the speakers:

Larry Takahashi

Larry is a Wealth Advisor with Larry Takahashi Financial Services, based in Torrance. His mission as a trusted wealth advisor is to assist his clients in aligning their key values with the financial resources necessary to achieve their goals in life. Larry’s primary focus is on creating tax-efficient wealth preservation, income distribution and estate planning strategies for his clients.

Larry is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, a Retirement Income Certified Professional®, and a Certified Public Accountant (inactive). A former senior financial executive in private industry with over twenty years of experience as a CPA, Larry began his career with the international accounting firm of Deloitte Haskins & Sells. Larry holds an MBA degree in finance from the UCLA Anderson School of Management, and a BS degree in accounting from California State University, Northridge.

David Tassone

David Tassone, MBA, CFP® is Principal of Solidi Wealth Advisors, an RIA in El Segundo, CA. He sits as Chairperson and Past President for the Financial Planning Association of Los Angeles and is on the board for UCLA Extension's Personal Financial Planning Program. He is a Manga Cum Laude graduate from Loyola Marymount University with degrees in finance and economics as well as an MBA graduate with an emphasis in Portfolio Management from the University of Southern California.

Cost: Free
Location: ZOOM (link given upon registering)
When: September 11th, 7:30 AM - 9:00 AM

RSVP HERE!

SEE WHO'S REGISTERED HERE!