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
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Buying a Home
A look at what you need to think about when buying a home.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?