About Larry

Larry Wood, CFP

Larry has a B.S. degree in Accounting from Indiana University and an MBA in Finance from the University of Arizona.  In July, 1992 Larry filed his registration with the U.S. Securities and Exchange Commission to become a Registered Investment Advisor and in April, 1995 was awarded the Certified Financial Planning designation after two years of study and testing.

For almost 13 years, Larry worked in Financial Management for Hewlett Packard before leaving the company in 1997 to pursue his life’s dream; to help others become financially independent.  One of his financial planning roles at HP was to assist in the 1991/1992 conversion of the company’s retirement plan. In so doing, he realized the tremendous opportunity that existed in helping others become financially prepared for their later stages in life; i.e. retirement.

Larry works with a client to establish a sound financial foundation from which to make financial decisions that are aligned with the short, intermediate and long-term goals of the particular client.  He coaches clients based on his own actual personal accomplishments.  His own personal goal was to become financially independent by the age of 40, and after having done so, he established a desire to help others find financial independence within their respective time frames.

 

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About LM Wood CFP

Accreditations