Larry has over 30 years of experience in the financial services business. He holds a Master’s Degree in Financial Services (MSFS), is a Certified Financial Planner (CFP®), and is an Enrolled Agent (EA) which allows him to represent clients before the IRS.
Larry enjoys helping people and his original training as a math teacher is evident in his patient communication style. His many loyal clients value his warmth and attention to detail.
While Larry Lee does tax preparation and payroll services, his special expertise is in crafting financial plans to fit each individual he works with. Larry understands the complexities of Taxation, Social Security, Investments, and Retirement Planning. Merging his knowledge of these pieces, he tailors a financial plan to each individual clients needs and objectives.
Larry and his wife Jenni enjoy hiking in the beautiful outdoors, dancing, and time spent with family and friends.