For over 25 years, Larry has provided competent, objective financial guidance to individuals, families and institutions. Specializing in retirement planning, asset management and estate planning strategy, he offers a thoughtful, deliberate and consultative approach to wealth management – providing clients an opportunity to make better decisions about their most important financial goals.
Larry began his career at First Interstate Bank (Wells Fargo) becoming a Senior Trust Officer for the Private Client Services Group. He then joined Bank One (J P Morgan) as Vice President and Manager of the Investment Management & Trust Group, followed by the opportunity to serve as Senior Vice President and Chief Investment & Trust Officer for PriVest Bank, a private bank in Orange County, CA.
Larry earned a B.S. in Economics from the University of Utah and is a graduate of the Cannon Trust School at Pepperdine University. He served as chair of the Investment Advisory Services sub-committee of the California Bankers Association, Investment & Wealth Management Committee is a member of the Orange Coast Estate Planning Council and past member of the Hoag Hospital 552 Club and Cal State Fullerton, Family Business Council. Larry and his wife Jeannette live in Irvine and enjoy running, cycling and swimming.
Larry holds Series 6, 7, 63 through LPL Financial, Series 66 through LPL and Stratos Wealth Partners; Life, Health, Annuity, and Long Term Care licenses.