About My Practice
Larry's mission is to help individuals, professionals and businesses simplify their financial lives while achieving tax minimization. He seeks long-term relationships and consistently acts with integrity, openness, candor and imagination. Recently, he was recognized as one of the FIVE STAR Wealth Managers by Philadelphia Magazine.
Larry works in concert with a client's other advisors striving to carefully coordinate efforts. This approach helps to ensure that important opportunities, options and implications are thoroughly reviewed and each aspect of a client's finances is part of an integrated wealth management strategy.
As a professional advisor, Larry received his BS degree in account from LaSalle University in 1965 and attained his Certified Financial Planner (CFP®) designation from the College for Financial Planning in 1983.
As part of his commitment to the financial industry, Larry is a former member of the Board of Professional Review for the CFP Board of Standards and is past president of the Delaware Valley Society of the Institute of Certified Financial Planners.
Larry and his wife of 44 years, Eileen, together with their 4 children and 13 grandchildren, are active proponents of the community, where Larry serves as a trustee on the Board of Directors for Samaritan Hospice.
Larry's goal, through long-term relationships, is to help his clients get a good night's sleep. We gladly offer you a second opinion.
I Have over 30 years experience in the financial planning profession, 25 of which as a CFP practitioner. For the past 5 years, I have been a Registered Representative of MetLife Securities. Prior to that, I was affiliated with WS Griffith and Nathan & Lewis Securities. My first job out of college was with The Hartford as a field auditor for 22 years.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Life insurance: NJ, NY, PA, SC, FL, Health/disability insurance: NJ, Fixed annuities: NJ, NY, PA, SC, FL, Variable annuities: NJ, NY, PA, SC, FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CEBS
Metlife Securities, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.