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Larry Roemer PROFILE

Larry

Larry Roemer

CFP®

Larry Roemer is a Certified Financial Planner™ who specializes in providing life insurance services and sophisticated strategies to efficiently transfer assets over multiple generations to business owners, families, corporate executives and other high net-worth individuals. He also has extensive experience in planning for privately held businesses, including key-person planning, buy-sell agreement funding, and disability income planning.

Larry enjoys collaborating with his clients and maintains a strong commitment to innovative solutions and high level of service. He strives to recommend solutions that match his clients’ overall planning strategies and objectives.

Larry received his Bachelors in Finance from the University of South Florida and completed his CFP coursework at the University of Georgia. Larry holds numerous insurance industry designations.

EDUCATION

University of South Florida – Bachelor of Science, Finance

University of Georgia – Certified Financial Planner

LICENSES

FINRA Series 7, 24, 66

Insurance and Property & Casualty

MEMBERSHIPS

Certified Financial PlannerTM