Michael A. Larriva

Michael A. Larriva

Perspective Financial Serivces, LLC

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $150,000

Minimum client income required: $75,000

Title: Investment Advisor

Offering advice since: 1994

Areas of expertise:

  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Tax Planning

Further information about Michael A. Larriva:

Mike Larriva began his financial planning career in the early 1990s. Prior to joining Perspective, he worked with Ives Asset Management, Finance 500 Advisory Services and Wealth Accumulation Limited in Phoenix. Mike has focused on developing a financial consulting practice aimed at helping individuals and families with their financial planning and investment needs. One of the keys to clients' success has been to educate clients on core financial planning concepts and to provide objective planning and investment advice.

Following three years of study and testing, Mike earned his Certified Financial Planner(TM) designation in 1998. He also holds a bachelor's degree in finance from the Leavey School of Business at Santa Clara University in California.

Mike has volunteered his time coaching children's soccer. Mike and his wife, Stefanie, live in Phoenix with their two children. He enjoys family time, traveling and the outdoors.

Compensation and Fee Structures:

Fee-Only

Licenses, Certifications & Affiliations:

CFP(R), NAPFA member

Education:

B.S. Santa Clara

Will provide references upon request?

Yes


Further information about Perspective Financial Serivces, LLC:

Perspective Financial Serivces, LLC

(Size of firm: 0-9 advisors)

Providing clients with broad-based financial planning and investment management services that meet the highest standards of professionalism and integrity.

At Perspective Financial, we take the time to get to know clients on a personal level, so we can fully understand their unique needs and goals.

Through long-term relationships based on two-way communication and proven investment strategies, we assist clients in successfully managing their finances and realizing their dreams.

As an independent, fee-only Registered Investment Advisory firm, we explore a variety of options and consider a wide range of products to develop solutions that are in our clients' best interest. We never receive third-party compensation or commissions on the products we recommend.


Contact Information for Michael A. Larriva

Phone: (602) 281-4357 Ext. 6
Please support us by letting this advisor know you found them through Boomerater

Fax: (602) 626-8495

Address for Michael A. Larriva:
1440 E. Missouri Ave
Suite 250
Phoenix, AZ, 85014

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