Charitable Planning
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Charitable Estate Planning

Lawrence A. Whitesides, CLU
Senior Financial Consultant
The Assoc. of Professionals for Business

Mr. Whitesides has been in the profession of Financial Planning for the past 45 years!  He is best  known as an experienced practitioner in the complicated area of advanced charitable tax planning. He prepares feasibility reports and advises on planning designs for clients of Financial Dynamics, LLC.


Contact Information: 
6524 East Via Fresco
Anaheim Hills, CA 92807
(714) 637-7709
(714) 637-7709 Fax

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In addition to his position as Senior Financial Consultant with The Association of Professionals for Business, Mr. Whitesides also serves as President and Senior Financial Strategist for Creative Management of Wealth, Inc. in Anaheim Hills, California.

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Over 45 years experience in financial services industry.

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Chartered Life Underwriter (CLU)

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Real Estate Broker

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Graduate of the Peter Drucker Institute, Claremont College Advanced Management School

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B.S. Degree - Mathematics/Physics, Stanford University

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Former President of a real estate development and management company specializing in five star mobile home parks, freeway off-ramp developments and marine development.

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Practice Specialties:
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Advanced Estate & Charitable Tax Planning Techniques

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Business Mergers and Acquisitions

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Real Estate Ownership & Development

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Asset & Lawsuit Protection

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Securities offered through 1st Global Capital Corp., Member FINRA/SIPC.
Investment Advisory Services, including fee-based asset management
accounts held through NFS, LLC, are offered through 1st Global Advisors,
Inc.  All other financial planning services are offered through Financial
Dynamics, LLC.  Financial Dynamics, LLC and 1st Global Capital Corp. are
not affiliated.  Mortgage, credit and real estate services are offered by
entities unaffiliated with 1st Global Capital Corp.
Send mail to Rob Leanza with questions or comments about this web site.
Copyright © 2007 Financial Dynamics, LLC.  All Rights Reserved.
Last modified: May 26, 2008.