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Larry Prozan

Prozan Financial Services
Oakland, CA
Let us help you plan your financial future.
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Meet Larry

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Introduction - Larry Prozan
Video Transcripts

Larry Prozan has over 30 years’ experience in the financial services industry. He is the founder and sole owner of Prozan Financial Services, a registered investment advisor and is also a registered representative with Cetera Advisors, LLC. He specializes in small business pension plans and individuals since founding Prozan Financial in 1997. He currently manages approximately $80 million.

Larry Prozan graduated from the University of California, Berkeley in 1983 with…

Larry Prozan has over 30 years’ experience in the financial services industry. He is the founder and sole owner of Prozan Financial Services, a registered investment advisor and is also a registered representative with Cetera Advisors, LLC. He specializes in small business pension plans and individuals since founding Prozan Financial in 1997. He currently manages approximately $80 million.

Larry Prozan graduated from the University of California, Berkeley in 1983 with a BA in political science. Shortly thereafter he started in the investment and financial planning business. While Larry serves a wide range of clients he prefers to work with people who require ethical, impartial, and fairly priced advice, including clients who prefer a different approach than your typical large firm.

Larry volunteers much of his time to the University of California, Berkeley and to many Jewish causes. He is married to Linda, a securities attorney and has two children.

Securities offered through Cetera Advisors, LLC. Member FINRA * SIPC Prozan Financial Services & Cetera Advisors are not affiliated companies.
Languages Spoken
Spanish, Cantonese

Services offered

Investment management
Retirement planning
Insurance management

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Based on % of assets
Fee & Commission

Education

Bachelors
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