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Larry Bassell

Worry Less, Live More. Full-Service Financial and Insurance Services

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KOHR Financial and Insurance Services Larry Bassell
Mission Viejo, CA

Serving Clients Nationwide

Worry Less, Live More. Full-Service Financial and Insurance Services

949-545-0229

Website

Areas of Focus

  • Financial Life Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Larry Bassell has always had an interest in personal finance, and served as the VP of a major retail organization. But after 15 years in this position, he saw an opportunity to reinvent himself and turn his life-long interest in finance into a new career. He’s been in the financial industry for 22 years now, with 17 of those years spent working with Mike, the other financial advisor here at KOHR Financial. His personal and professional experience allow him to look ahead for his clients, and offer advice to prepare them for any roadblocks that might arise in their own financial journeys.

Larry grew up in Woodmere, NY, just outside of NYC. He attended Tulane University and Babson College, and has received both a BA and an MBA. He’s also received his Life Underwriter Training Council Fellow (LUTCF) designation. Larry now lives in Rancho Santa Margarita in Orange County, CA, with his wife Wendy. Together, they have two daughters, Jennifer and Alison; a grandson, Theo; and a granddaughter, Lucy.

He’s a sports enthusiast, and enjoys playing golf and tennis, as well as working out at the local gym. Larry is actively involved in his community and many charitable organizations, including the Alzheimer’s Association of Orange County; he’s served as Sponsorship Chairperson for The Walk to End Alzheimer’s in support of this organization. He also maintains membership in many professional organizations, including Toastmasters International, Orange County LeTip, and NAIFA Orange County, for which he’s served as President, and Tulane Alumni of Orange County Co-President.

Larry is passionate about connecting with his clients on a personal level, and he is tenacious about helping them pursue their goals. He enjoys nothing more in his work than helping his clients succeed.

Professional Designations

  • Life Underwriter Training Council Fellow (LUTCF)

Primary Location

26522 La Alameda, Suite 210, Mission Viejo, California 92691

Additional Locations

📍 3020 Old Ranch Parkway, Suite 300, Seal Beach, California 90740

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At KOHR Financial and Insurance Services, we look at financial planning from a different perspective—one that takes into consideration all aspects of your life and your future. Many financial and investment professionals are micromanagers; they focus on only a handful of financial products or services, and try to find a way to make those products work for you.

We approach things differently. We consider ourselves to be macro-managers first. We take a comprehensive look at things and come to understand what it is you hope to achieve with your finances. Whether you’re just starting out and want to build your savings, or you’ve built your assets and want to ensure you’ll have reliable income for retirement, we figure out your objectives before anything else.

Then, we find the best products, services, and investment vehicles to get you where you want to go. Our comprehensive investment and insurance products and services allow us to build a holistic plan that meets all of your needs. By putting your objectives first, we can build a more customized financial plan for a more secure future.

✅ Independent Advisors Who Put Your Interests First

As a fiduciary, we always put your interests first—and we’ve designed our entire business to keep it this way. Unlike some money managers, we have no incentives to sell you commission-based financial products or place trades in your account when it’s not best for you. We’re here to serve, not sell. Our simple fee structure aligns your interests with our business objectives. Simply put, when you do better we do better.

✅ Financial Guidance through All of Life’s Stages

Some advisors specialize in working with clients who are getting ready to retire. Others will only work with clients who’ve already accumulated a certain amount of wealth. But at KOHR Financial, our goal is to help as many people as possible to reach their financial objectives—no matter where you’re starting from or what stage of life you’re in.

Are you a newlywed looking to build a nest egg, purchase a home, and save for your kids’ education? We can help you find the best way to save and invest your income to get you to all of these different financial objectives over the course of your career and your lifetime. Are you nearing retirement and want to ensure the wealth you’ve accumulated can support you throughout your retirement years? We’ll help you to manage your wealth to provide you with a reliable source of income every month while also protecting the estate you want to leave behind.

Education

Babson F.W. Olin Graduate School of Business, MBA | Tulane University, Bachelor of Arts

Badges

Hobbies and Interests

  • Golf
  • Tennis
  • Working Out

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Newly Engaged / Newlywed
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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