Larry Brock, CSA

Associate Planner

Since 2004, Larry has worked in comprehensive retirement planning with seniors, having participated in hundreds of client meetings, both apprenticing and handling the affairs of numerous clients. He has completed the experience requirements and partially completed the educational requirements for the Chartered Financial Consultant (ChFC) through the fully-accredited American College in Bryn Mawr, Pennsylvania. This is the most extensive and rigorous financial planning training in the industry.

Larry regularly attends continuing education courses and conferences in subjects relating to tax planning, investments, retirement planning, estate planning, IRA distribution planning, asset protection strategies, charitable giving strategies, and other topics relevant to seniors. He is an active member of NAIFA, and was recently elected by his peers to serve as Trustee of the local association.

Larry works with strategies applicable to clients that hold $3.0M+ in total assets.

Larry lived in England for two years and loves the British culture. He also enjoys golf, competitive volleyball, county softball, and the beach. He is married to the former Karen Jensen of St. George, Utah.