Larry Bakerjian
Larry Bakerjian,
Founder (Retired)
Larry Bakerjian has been in wealth management for more than 30 years.
Upon graduating from California State University, Long Beach, where he studied political science, Larry worked in the life insurance industry. Larry became securities licensed in 1982. In 1985, he and a partner opened a financial planning firm.
“I remember talking with colleagues about how we’d like to do things differently,” Larry says. “Way back then, we thought service was the key. It’s still what matters to me.”
Larry is a huge Formula One racing fan and an avid racquetball player. He lives in Rolling Hills Estates with his wife, Roxane, and their son, Craig.
Check the background of this investment professional on FINRA’s BrokerCheck.
The founder of South Bay Asset Strategies, Larry is now retired and no longer has access to client files.
Accountable.
“Taking accountability for things that are within our control, doing right by the client, these are what matter to me and reflect what our business is all about.”
— Larry Bakerjian