Larry McCulla, CFP®
Senior Wealth Advisor
Larry McCulla is a senior wealth advisor with Mariner Wealth Advisors, located in San Diego. Larry has more than 15 years of experience helping high-net-worth clients and business owners achieve their financial and estate planning goals. He provides investment management solutions for individuals and for employer-sponsored retirement plans. He is the co-manager of one of the firm’s separately managed stock portfolios.
Prior to joining Mariner, Larry was a wealth management consultant at CBIZ Wealth Management. He also has five years of experience in mortgage lending as a district loan officer for Great Western Bank. In 1996, he wrote a book entitled, How to Buy Stocks Factory Direct and Save. After graduating from college, Larry started a manufacturing business, served as president of Balboa Federal Credit Union and managed the west coast sales operation of Avnet Computer Technologies.
Larry has a bachelor’s degree in economics from the University of California at Davis. He is a CERTIFIED FINANCIAL PLANNERTM professional, maintains a life insurance license, is registered with the Securities and Exchange Commission and has passed the Series 7 exam. Larry is a member of the Financial Planning Association and is active on its Public Awareness Committee. He is also a member of the San Diego North County Estate Planning Group and serves on the California State University San Marcos Planned Giving Advisory Board and the Rancho Bernardo Kiwanis Club board of directors.