Larry is the branch director of RBC Wealth Management's La Jolla office and has been in the financial services industry more than 30 years. He is a senior portfolio manager and holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Accredited Wealth Manager designation. Larry holds his Series 7, 9, 10, 31, 63 and 65 licenses.
Prior to assuming his role with RBC Wealth Management in 2005, Larry was a branch director and first vice president with Merrill Lynch, where he worked for 22 years. At RBC, Larry has been recognized as a President’s Council member, which annually identifies the top financial advisors at RBC.
Larry utilizes his extensive market knowledge and experience to direct portfolio asset allocation, security selection and wealth management solutions for high net worth families and individuals. He has a degree in business/finance from Oregon State University and a degree in financial planning from San Diego State University.
Larry is a native of La Jolla and enjoys spending time with his wife while raising their three children. He is an avid sportsman and involved in the conservation and protection of California’s waterfowl. Larry is a lifetime member of the California Waterfowl Association and Safari Club International. He and his team are proud supporters of the Museum of Contemporary Art, San Diego Museum of Art, Las Patronas, Boys and Girls Club of San Diego, La Jolla Youth Baseball and La Jolla High School.
