Laurence J. Altman,  CFP<sup>&reg;</sup> - Financial Advisor

Laurence J. Altman, CFP®

CLU,CLTC

Fortune Financial

10261 Yellow Circle Dr
Minnetonka, MN 55343
(800) 765-9231
(952) 908-2510

General

Laurence Altman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fortune Financial in Minnetonka, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLTC, CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Special Needs

More

Helpful Financial Planning Resources