Larry Bakerjian

Founder

Larry Bakerjian, CFP®, is an independent wealth manager and a Registered Representative of Securities America, Inc., a member of FINRA/SIPC.

Larry 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. In 1986, Larry became a Certified Financial PlannerTM.

“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.