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Lawrence L

Series 66

Canyon Lake, CA

Cetera

Lawrence Lathrop is a financial advisor with Cetera and holds a Series 66 designation, bringing 25 years of industry experience. He has been associated with Cetera and its affiliated entities since 2000. Outside of his advisory work, he owns Nautilus Tax and Wealth Solutions, which provides income tax preparation and related services, and also owns Lathrop Insurance Services, focusing on health insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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