Our Team

President

LiAnne N. Larson

CA Insurance License #0D78667

LiAnne Larson has over 22 years of experience in the investment and insurance industry.  LiAnne was previously the Vice President of Retirement & Voluntary Services at The LBL Group, before starting her own firm focusing on qualified retirement plans, wealth management and Employee Benefits.  

LiAnne’s varied background in financial services, compliance and the insurance industry provides her with a unique perspective in advising employers and individual clients on their financial & Insurance needs.  She especially enjoys working with business owners and their employees to understand their vision and providing solutions that exceed expectations to assure their success.

ASSOCIATE

Larry S. Hogan, CLU, LUTCF

CA Insurance License #0718061

Larry has specialized in creative alternatives to help people achieve financial success since 1987. His goal is to help clients make educated decisions regarding the best possible utilization of their financial resources. 

Larry's involved in the design of both qualified and non-qualified compensation packages, with a focus on non-qualified executive benefits, including deferred compensation, split-dollar insurance, incentive bonus arrangements and business succession planning. He also helps design and implement estate plans of all sizes and structures using Irrevocable Trusts, Family Limited Partnerships, Buy/Sell Agreements and other inter-generational transfer tools along with providing employee benefits to companies and individuals.