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Larry is a managing partner with WealthMore Financial Strategies. Larry's belief in proper financial and insurance planning stems from his own personal experiences - his father passed away unexpectedly with no life insurance. Larry had to leave school to help support his family. Larry entered the financial services industry in 1988. In 1995, in order to serve a growing clientele, Larry joined some of his former associates to create Independent Financial Concepts Group. Larry has qualified for Million Dollar Round Table, an exclusive association of the top 5% of insurance and pension professionals from around the world. In addition, Larry has acquired the most sought after designations in the industry. He is a CFP (Certified Financial Planner), Ch.F.C. (Chartered Financial Consultant), CFSB (Certified Financial Services Broker), CIM (Certified Investment Management Course), CLU (Chartered Life Underwriter), and has completed his Branch Manager's license. All fancy words for "he really knows what he's doing"- but he is also really easy to talk to, knowledgeable and caring. His clients are mostly young entrepreneurs, professionals, high net-worth individuals and successful executives. He currently sits on the Board of The REENA Foundation, an organization that supports and integrates people with developmental disabilities into the community. |
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Larry Berdugo