Larry Ritter

Larry Ritter

Investment Advisor Representative

Domicile State: AZ
California Insurance License #: 0M78579

As a Technology Executive for 20+ years, I have lived through the daily pressure and demands of hard-working professionals.  My experience with planning, organizing, leading and managing financial responsibilities created a natural path to the Financial Services industry.  At Intouch Wealth Advisors, I interact with clients to articulate objectives, priorities and document their financial vision.  I then collaborate on strategy, plans, and personally monitor their progress.

I focus on Professionals, Business Leaders, Owners, Pre-retired and retired markets:

Financial Analysis                                                             Managing Risk

Cash Flow                                                                           Asset Protection

Debt Management                                                             Life Insurance

Net Worth                                                                            Long Term Care

Financial Profile                                                                 Disability Income Insurance   

College Funding                                                                Annuities

 

Wealth Accumulation                                                     Retirement

Qualified and Non-Qualified Investments                         Income Sources               

Asset Management Strategies                                         Expense Planning

Tax Strategy                                                                     401K Rollovers

Trusts                                                                                Social Security Planning

 

Licenses

I have earned a Series 6, 63, and 65 securities registrations and a Life/Accident/Health and Sickness license.

Personal

I was born in the Chicago area and earned a BS degree in Electrical Engineering degree at Iowa State University.  My wife and I moved to Arizona in 2004 after living in Florida, Washington and Colorado.  I enjoy golf, reading, spending time with my three children and a growing collection of grandchildren.  

Phone 480-747-0709
Fax 480-638-2200