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Evan A

Series 65

Tucson, AZ

LRI Investments

Evan Altuzarra is a financial advisor at LRI Investments with a Series 65 designation and one year of industry experience. His career includes roles at JKJ Financial Services, Ripley Doom & Co., and M Financial Group. He has also worked in academic settings at Portland State University School of Business and the University of Utah, and has five years of self-employment experience. LRI Investments, LLC offers financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and state and municipal government entities. The firm manages approximately $2.78 billion through a team of 25 professionals, emphasizing customized asset-allocation strategies with a long-term focus.

Stock option exercise strategy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Charitable giving tax strategies Founder/Business Owner Retired Self-Employed Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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