Sr. Wealth Advisor
Larry is passionate about investing, financial planning, and delivering integrated financial, tax, legal, and risk management advice to make client’s lives better. Prior to Mercer Advisors, he worked as the Director of Financial Planning and Investments at OptiFour Integrated Wealth Management, where he led the firm’s financial planning and investment analysis efforts. Larry has also held roles as Statistician for The No-Load Fund Investor Newsletter in Irvington, NY, as Investment Research and Analysis Manager for Nationwide Financial in Columbus, OH, and as Director of Financial Planning for Strategic Financial Associates in Bethesda, MD.
Originally from New York, Larry has an undergraduate degree in Economics from SUNY Albany, an MBA from Lehigh University, and has been a CERTIFIED FINANCIAL PLANNERTM professional since 2002. Larry is a published author and frequently contributes to articles on financial planning and investing topics in publications such as The Wall Street Journal, Financial Times, US News, The Street.com, Bankrate.com, and others.