Helping You Understand Today's Financial Environment
With over $50,000,000 in brokerage assets and advisor assets under management, (as of December 2020) and forty years experience, Larry Potomac takes pride in keeping his business transparent and his clients informed. He graduated from Stanford University and holds an MBA and JD from Cornell. Larry began his career as a CPA with what is now known as KPMG Peat Marwick before serving as Chief Financial Officer for a Swiss-owned manufacturing company in San Diego. In 1980, Larry passed his Series 7 and Series 24 exams which are currently held with LPL Financial.
Feel free to ask him any questions about investments, insurance, or tax strategies; a brief introductory meeting is always complimentary. Larry looks forward to your call! (619) 563-0306.
Larry Potomac is a Registered Representative with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC
California Insurance License #0612548
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, HI, IL, LA, MO, NC, NJ, NV, NY, OR, PA, RI, SD, TX, WA, WI, WY
Helpful Content
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.