LP
Larry Pershing
Lake Forest, IL
Verified Identity
Optimum Retirement Planning LLC
Years of Experience
8 years
Number of Clients
32
Average Client Size
$1,000,000
Member Since
2022
Allow Me to Introduce Myself
Hi, I'm Larry Pershing, CFP®, RMA®. I focus on helping people age 50 and better build tax-efficient retirement income for a flat fee. Having worked in various wealth management firms in my career, I was surprised to discover many firms try to service everyone, which leads them to being average for a...
Clientele
Retirees
Surviving Spouses
Inheritors
Services Provided
Retirement Planning
Tax Planning
Investment Management
Financial Planning
Specialties and Expertise
Retirement Income
Tax Minimization Inv...
Portfolio Construction
Credentials and Designations
Certified Financial Planner™
Click to learn more
Retirement Management Advisor®
Click to learn more
Pricing Models
Flat Fee
Education
Indiana University Bloomington
Bachelor of Economics
Obtained in 2015
Disclosures and Proof of License
SEC Profile
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.
Profile Last Updated: August 1, 2026