Broker Check
Larry J. Briskin, JD*, CFP, CMFC

Larry J. Briskin, JD*, CFP, CMFC

Wealth Advisor

Larry focuses on meeting the needs of successful business owners, professionals, executives, and retirees throughout the Mid-Atlantic region and beyond. Whether your goal is to minimize your tax liability or maximize your family's wealth, meet your retirement objectives or protect your assets, sell your business or plan your estate, fund your children's college education or make a large charitable gift, Larry can help you achieve your financial planning objectives. In addition, he specializes in solving fringe benefit matters that may affect your business, practice, or employment.

Along with his impressive career as a financial planner, Larry earned his JD at the UCLA School of Law in 1972. He previously worked in private practice as an attorney in Sacramento, CA, where he performed legislative advocacy, association management, and consulting services.

Larry Briskin began his career in financial planning in 1987. Larry holds the professional designations of Certified Financial Planner (CFP), Chartered Mutual Fund Counselor (CMFC) and is a member of the Financial Planning Association (FPA).

Larry is frequently published, providing articles on financial planning for attorneys to local publications such as Legal Times. He has also been featured in MONEY magazine and Bloomberg Personal Finance.

*Licensed not practicing