Larry has been in the financial services industry for more than 35 years. He is a senior portfolio manager and holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Accredited Wealth Manager designation. Larry has passed the Series 7, 9, 10, 31, 63 and 65 exams.
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 Wealth Management, Larry has been recognized as a President’s Council member, which annually identifies the top financial advisors at the firm.
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, children and Labradors. He is an avid sportsman and involved in the conservation and protection of California’s waterfowl.