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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
College Savings
See how much you may need to save now to cover future college costs for your child.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?