Larry Bell is a CERTIFIED FINANCIAL PLANNER® who has been helping people with investment and planning strategies since 1994. After graduating from Temple University with a BA in Finance and MBA in Business, he joined Summit Financial, one of the most respected private financial institutions in the industry.

He has dedicated his career to helping his clients plan for their short-term needs and long-term goals with my unique approach to investment planning and financial planning concepts. We strive to provide expert advice that adds value, along with outstanding client service.

His client list includes high net worth individuals and their families, hedge fund founders and partners, senior officers from Fortune 500 companies, and business owners. His focus is specializing in solving problems and maximizing opportunities for high-net-worth clients.

Specialization

• Hedge Fund Advisor Specialist
• Family Wealth Management
• Investment Management
• Estate and Retirement Planning
• Comprehensive Financial Planning
• Insurance/Risk Management
• Business Planning

Larry enjoys family, sports, golf, and travel and currently resides in Mendham, NJ with his wife and four sons. He is President of the Delbarton Athletic Boosters and an active member on the Dean Advisory Board Fox Business School at Temple University