Optimum Retirement Planning

Hi, I’m Larry Pershing, a CERTIFIED FINANCIAL PLANNER™ and founder and CEO of Optimum Retirement Planning. I focus on helping people age 50 and better with their retirement planning needs.

Having worked in various wealth management firms in my career, I was surprised to discover many firms try to service everyone, which leads them to being average for all. Some are more concerned with amassing client assets than providing customized recommendations.

I started Optimum Retirement Planning™ because I saw a need for specialists to help clients navigate the complex and challenging financial aspects of retirement. Our offering is different. We don’t work with everyone. We specialize in helping those who are close to and in retirement. We apply the latest financial research for retirement to help answer your complex financial questions.