Larry Knowles, CPA, CFP®
Designations and Licenses
He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant.
Experience and Education
Larry provides comprehensive financial advisory services to high-net-worth individuals and families. With more than 40 years in the financial planning and investment management industry, his experience includes financial and estate planning, income tax compliance, cash flow management, contingency planning and accounting.
Prior to becoming a senior wealth advisor for Mariner Wealth Advisors, Larry was a principal of Patriot Wealth Management, Inc. Before that, he was a partner at Partners Advisors, LP, a registered investment advisor specializing in fixed income investment management. He was also a financial consultant with Century Securities Associates, Inc. He began his career at Arthur Andersen & Co.
Larry has a bachelor’s degree in accounting from the University of Alabama. He is a member of the American Institute of Certified Public Accountants (AICPA).