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Lawrence Pershing (CFP®, Retirement Management Advisor®)

Lawrence Pershing focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Hi, I’m Larry Pershing, CFP®, RMA® a flat fee financial advisor. I'm the founder of Optimum Retirement Planning LLC, an independent financial planning firm.

I focus on helping people age 50 and better with their retirement planning needs for a flat fee. I've assisted over 500 clients in my career with achieving their financial goals.

I also like to educate on retirement planning, and have a facebook group called "Roth conversions and Retirement." I recommend you check it out! You can copy and paste this link to access it. https://www.facebook.com/groups/rothconversions

Additional Information

When I’m not in the office, I’m on a tennis court, reading a book (finance or science fiction), or spending time with family and friends. I also volunteer for AARP sponsored events that help seniors receive complimentary financial advice. While I live in Chicago, I was born and raised in Los Angeles. I return often, especially during winter. You can take the guy out of California, but you can’t take the California out of the guy!

NAPFA Start Date

May 07, 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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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

100 S. Saunders Road Suite 150 Lake Forest, IL 60045 Phone: +1 (847) 497-5935
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Other Offices

3333 Warrenville Road Suite 200 Lisle, IL 60532 Phone: 1 (847) 497-5935
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1600 Golf Rd Suite 1200 Rolling Meadows, IL 60008 Phone: +1 (847) 497-5935
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