Larry Heller, CFP®, CPA, has been helping a wide variety of individuals deal with complex financial questions since 1987. Larry has extensive experience dealing with the planning needs of a diverse clientele including retirees, high-level executives and business owners.
After completing his education at Boston University in 1982, Larry accepted a position with the Public Accounting firm of Coopers & Lybrand. There, he began his pursuit of wealth management and a deeper understanding of the interrelated financial issues facing successful individuals. Through the years, he has developed a disciplined, five-step process for taking clients' wealth plans from vision through ongoing life-cycle changes.
Larry has appeared on television, as an industry expert, on CNN-FN and on Fox's "Good Day, New York." He also has written articles or been quoted in financial publications such as the Journal for Financial Planning, The Wall Street Journal and Newsday. He is a member of the Alliance for Wealth Management, a financial advisor think tank that meets monthly to discuss investment strategies, planning opportunities, and current issues impacting clients. The group also has published a book entitled, "Creating Prosperity: The Art of Integrating Individual Values and Financial Planning."
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