Larry Jackson,
CFP® Senior Financial Planning ConsultantWith nearly 20 years of experience in the financial services industry, Larry strives to be a trusted resource for his clients while gaining a thorough understanding of their needs and goals. He has expertise in comprehensive wealth management services and works closely with individuals and families to develop tailored financial strategies. Larry diligently creates interactive financial plans for clients, and builds actionable recommendations and reviews those plans to help keep clients on track.
Larry has attained the prestigious CFP® certification, having completed a rigorous and comprehensive program covering the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Before joining our team, he was a financial advisor at PNC Bank and a retirement plans professional with ICMA Retirement Corporation, where he worked extensively with retirement plan sponsors in the public sector and delivered retirement and investment guidance to their employees. Larry began his career in the industry with A.G. Edwards & Sons, Inc. as a financial consultant.
He earned a bachelor's degree from Northern Illinois University, an MBA in Finance from Roosevelt University and holds the Series 7 and 66 licenses.
When he’s not in the office, Larry enjoys music, reading, running and biking. He lives in Los Angeles, CA. & enjoys traveling to new and fun places with his wife and two daughters.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
