Larry serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 30 years of experience in the financial services industry, Larry offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Larry served as President and Chief Investment Officer at a regional investment advisory firm, where he was involved in portfolio construction, financial plan creation and execution, investment management and investment research.
Larry received his Bachelor of Science degree in business administration from the Indiana University of Pennsylvania and his Master of Business Administration degree from the University of Pittsburgh.
Larry and his wife, Darlene, enjoy cooking, classic cars and raising chickens.
Articles by Larry Letterio
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