Larry Rosa, CFP®, CPA, JD

Wealth Advisor
New York City, New York

Designations and Licenses

Larry is a CERTIFIED FINANCIAL PLANNERTM professional, and a Certified Public Accountant.

Experience and Education

Larry works with clients on financial planning solutions including income, gift and estate tax planning, business tax compliance, insurance and estate planning, asset allocation and portfolio management.

Prior to joining the firm, Larry worked for two years at PWC, where he was responsible for tax compliance and tax planning for ultra-high-net-worth individuals, estates, trusts and family businesses. He also has experience working at Chilton Trust Company, where he was responsible for tax and family office services for high-net-worth families and investment partnerships.

Larry has a bachelor’s degree in sociology, an MBA and a Juris Doctorate degree, all from Rutgers University. He is a licensed attorney in New Jersey.

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