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Larry Coltin
Business Name:
Malibu Canyon Wealth Management
Business Description:
I work as an independent Financial and Investment advisor, using LPL Financial as my platform to have access to world market investments, DBA: Malibu Canyon Wealth Management.
How Business Creates Value:
Through LPL Financial and a myriad of insurance companies that I am appointed with, I help folks navigate through the noise we hear all day from Banks and Large Investment Companies and commercials telling you that you can trust them. I do not do any media advertising, relying on word of mouth and my referral partners here to recommend me. I have extensive experience in consumer finance dating back to 1976. I use all my years of experience and continuing education to help my clients choose a good plan.
How Member Creates Value:
Contact Information
Phone
661-993-9346
Website
facebook
LinkedIn
Twitter
Skills
- Management
- Analysis
- Portfolio Analysis
- Advising
- Strategy Development
- Implementation
- Follow-up
Credentials
- License: Series 7
- License: Series 66
- National Association of Plan Advisors: CPFA
Interests
- Family
- Investing
- Theater
- Cooking
- Movies
- Community Service
- Physical Fintess
Experience
- Branch and District Manager - 27 years with Wells Fargo
- Loan Officer - 5 years in the mortgage Ind.
- Administrative Manager - 1 year US Census Bureau
Languages
- English
Groups
- LARRY COLTIN
- Kiwanis Club of Palmdale
- Antelope Valley Chambers of Commerce