Larry has been advising clients on the Central Coast of California for over 20 years. He joined Vellum Financial, one of two firms that merged to form WealthSource Partners, in 2014.
Larry attended the University of California, Irvine, on academic scholarship, where he earned a BA and an MBA. After working as a Financial Planner for many years, he assumed the position of Senior Vice President at two well-established firms in Southern California.
He now helps clients find the best strategies for accumulating, preserving and transferring their wealth.