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Laryssa Freeman (CFP®)

Laryssa Freeman focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

New clients are typically concerned with taxes in retirement and understanding the most tax efficient way to coordinate using their assets to replace their paycheck. Roth Conversion Strategies Net Unrealized Appreciation Strategies Qualified Charitable Distribution Strategies Tax Cuts and Jobs Act (TCJA) Planning 401(k) Rollover Planning Pension vs Lump Sum Analysis Social Security Planning Asset Division After a Divorce Reinvestment of an Inheritance Business Owner Exit Planning

Additional Information

20+ years of working for folks in or quickly approaching retirement. You will work with me as I value one on one relationships with my clients. I only work with kind people who believe in delegating services to experts. My services work best for those with investable assets over $3,000,000 (excluding real estate). My office is in Carlsbad, CA but I work with clients across the country. New clients are typically concerned about taxes in retirement and coordinating their assets to replace their paycheck. A little about me . . . I'm an aspiring bogey golfer, hot yoga enthusiast and beyond grateful for this wonderful country of ours!

NAPFA Start Date

February 26, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5857 Owens Ave Suite 300 Carlsbad, CA 92008-5507 Phone: (760) 602-5091
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