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Larry Shetler

I'm a financial advisor who is passionate and dedicated to serving clients. Senior Associate, at Sequoia Financial Group

Larry Shetler, CFP® is a Director and Wealth Advisor at Sequoia Financial Group.12 He joined the company in June 2018 and has since been dedicated to helping individuals and business owners achieve their financial potential.12

Professional Background

Larry brings valuable experience to his role at Sequoia Financial Group. Prior to joining the firm, he served as a director of compensation and benefits in a global Fortune 500 Company. In that position, he was responsible for various aspects of financial management, including:

  • Mergers and Acquisitions (M&A)
  • Executive compensation
  • Stock plan and 401(k) plans
  • Benefit plan design1

Qualifications and Education

Larry holds several professional qualifications and has a strong educational background:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
  • Series 65 registration
  • Bachelor of Arts in Psychology (Industrial & Organizational) from the University of Akron, graduated cum laude1

Role and Responsibilities

As a Director and Wealth Advisor at Sequoia Financial Group, Larry:

  • Works closely with individuals and business owners
  • Provides comprehensive financial planning and advice
  • Utilizes Sequoia's dedicated wealth planning and asset management teams
  • Develops personalized plans to meet each client's unique financial objectives1

Personal Information

Outside of his professional life, Larry:

  • Enjoys reading, exercising, sports, and traveling
  • Is originally from South Bend, Indiana, and is a passionate Notre Dame fan
  • Lives in Twinsburg, Ohio, with his wife and two children
  • Has previously held leadership positions as an elder and finance chair for Mosaic NEO church1

Larry's commitment to financial education and client service is evident in his 12-year history of volunteer financial counseling.1 His passion for advising and guiding others toward their financial goals continues to be a driving force in his career at Sequoia Financial Group.

Highlights

Sep 18 · forbes.com
Best-In-State Wealth Management Teams 2024 - Forbes
Aug 28 · prnewswire.com
Sequoia Financial Group and Top 20 Accounting Firm Eide Bailly ...
About Us - Sequoia Financial Group
Larry Shetler - Sequoia Financial Group
Larry Shetler - Sequoia Financial Group
Sequoia Financial Group: Home
Sequoia Financial Group - Alaris Acquisitions

Related Questions

What specific financial services does Larry Shetler offer at Sequoia Financial Group?
How has Larry Shetler's experience in M&A and executive compensation influenced his financial advisory approach?
What are some notable achievements or success stories from Larry Shetler's clients?
How does Larry Shetler integrate his educational financial counseling into his current practice?
What makes Sequoia Financial Group unique compared to other financial services firms?
Larry Shetler
Larry Shetler, photo 1
Larry Shetler, photo 2
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Location

Cleveland/Akron, Ohio Area