Larry Koeppel is a Financial Planner and a co-founder of Retirement Benefits Consulting (RBC). Larry can be reached by phone at 310-601-4178 and by email at lkoeppel@gcsec.com
Larry’s licenses include FINRA series 7 and 66. He is an Investment Advisor Representative with Gold Coast Securities, UWPC Certified Asset Protection Planner and maintains a California Life and Long Term Care California Partnership license. California Life Insurance license number 0D47895
Larry’s special area of expertise is servicing business owners, sole proprietors and entrepreneurs especially in the software, gaming, technology and Internet industries.
• Accumulating and Protecting Wealth
• Asset Protection
• Estate Planning
• Retirement Planning
• Transitioning out of Running a Business into Retirement
• Reducing or Eliminating Capital Gain Tax on Sale of the Business or any Appreciated Asset
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Securities products are offered through Gold Coast Securities, Inc. (GCS), member FINRA/SIPC. Larry Koeppel is a registered representative of GCS.
Retirement Benefits Consulting (RBC) and GCS are separate and unrelated companies.
The information and contents on this site are for informational purposes only and do not constitute an offer to sell or a solicitation of an offer to buy any security, product, or service.
This site does not provide specific financial, insurance, legal, or tax advice and should not be relied upon as a basis for individual decisions.
The information contained in this site is not designed to meet the specific needs of individual investors. We recommend that you consult with your investment professional, legal advisor, and/or tax advisor concerning your own individual situation.
Larry Koeppel’s Specialties:
Larry also has expertise in the education market assisting teachers and adminstrators maximizing their CALPERS and CALSTRS pensions as well as saving for retirement utilizing 403(b) and Roth 403(b)s.
