Larry is a Certified Financial Planner TM (CFP®), LPL Financial Advisor and Accredited Investment Fiduciary TM (AIF®). For nearly four decades, Larry has assisted a broad range of individuals, families, business owners and retirement plan participants pursue their financial goals across multiple market and economic cycles. He is a member of the Institute of Certified Financial Planners and the National Association of Life Underwriters.
Larry has been involved in all areas of estate, family and business planning since 1983. Over time he has developed a highly specialized practice, concentrating on investment, insurance and retirement planning. Larry has taught several retirement planning classes which focus on the importance of developing a retirement income plan. His broad experience coupled with a commitment to continuing education has enabled him to create long-term, meaningful relationships with his clients as he guides them through their ongoing financial challenges and helps them to pursue their wealth management goals.
Larry and his wife have lived in Thousand Oaks since 1985. They enjoy traveling and participating in sports and church.
- Certified Financial Planner TM (CFP®)
- Accredited Investment Fiduciary TM (AIF®)
- Securities Registrations*:
- FINRA Series 24 (Registered Principal)
- FINRA Series 7 (General Securities Representative)
- Life and Health Insurance license
*Securities registrations held through LPL Financial