Lawrence Annello (CFP®, CPA/PFS, RLP)
Lawrence Annello focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Corporate Executives
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
We are professionals, helping busy professionals manage their personal assets with sage direction. Which sounds simple enough. But as a business owner or executive, you know how quickly one wrong move can steer you off-course. That’s why we also offer expert assistance with the complex details of a busy professional’s financial affairs.
For corporate executives/owners – We have direct, hands-on experience helping you make best use of your company stock options and similar compensation packages in concert with your personal goals.
For other busy professionals – Such as physicians, dentists, attorneys and others – we understand what it takes to build a strong investment portfolio for you and your family, without undermining the hard-won equity required to sustain your thriving practice.
For each client – We combine financial life planning with money management. Our process begins with our "get acquainted" meeting. After we mutually commit to proceeding, we will then work together to set and prioritize your personal goals and build a plan toward achieving them, based on deep analysis of your unique opportunities, challenges and related circumstances. With your initial planning in place, we meet with you periodically (typically once or twice a year) to assess progress and make adjustments as appropriate. Throughout, we help you implement your financial planning with sensible, well-aligned money management. We also coordinate in other recommended resources such as risk management or estate planning as your needs warrant.
Additional Information
Larry’s driving force comes from more than a quarter-century of experience as a CPA and financial professional, combined with his personal dedication to serving families, busy professionals and business owners in his community. His ongoing mission at SageBroadview is to provide clients with the planning, execution and oversight needed to build and sustain the rich life they envision.In 2014, Larry merged BroadView Financial Planning, where he was managing partner, with SAGE Advisory Group, where Sheri Iannetta Cupo was founding principal. Together they are SageBroadview Financial Planning. Larry also remains a partner at Del Conte, Hyde, Annello & Schuch, P.C. (DHAS) accounting firm. Before joining DHAS, he served as Chief Financial Officer for two privately-owned companies. He began his financial services career with international accounting firm KPMG, concentrating on financial reporting and tax matters for middle-market companies and their family owners.
Larry graduated magna cum laude from the University of Hartford in Connecticut with a bachelor’s degree in accounting. He also completed both the Chief Executives and Senior Officers in Family Business program and the Strategy Analysis for Finance and Marketing program at The Wharton School of the University of Pennsylvania.
Larry is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered Life Planner®, and holds a Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). He is a member of the AICPA and its Personal Financial Planning Division; the Connecticut Society of Certified Public Accountants (CSCPA)and the Financial Planning Association (FPA).
NAPFA Start Date
October 07, 2004
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.