Lawrence Brown

Biography

With more than 30 years of experience in the financial services industry, Larry Brown takes a relationship building approach to wealth management working closely with his clients to determine individual financial goals and mitigate risk. His diverse client base includes both individuals and corporations, with a special emphasis on retirement planning.

Larry is a California native working with clients throughout Southern California and across the nation. He believes in giving back to the communities he serves, mentoring teenagers for over 20 years and is actively involved in his local church. Larry also helps students learn the importance of financial literacy, teaching Fundamentals of Investing for a number of years at The Master's College in Santa Clarita.

SPECIALIZATIONS

• Alternative Investments
• Annuities and Insurance
• Asset Management
• Current Income Strategies
• Financial Planning
• Highly Concentrated Equity Position Protection
• Laddered CD and Bond Strategies
• Mutual Funds
• Retirement Planning
• Stocks and Bonds
• Wealth Management

Credentials

• Bachelor of Arts in Psychology from the University of Southern California

Mission Statement