Larry K. Berdugo

CH.F.C., CFP, CLU, CFSB
Managing Principle

Larry is the WealthMore Financial Strategies managing partner and independent broker. Larry’s belief in pragmatic financial and insurance planning strategies stems from his own personal experiences – his father passed away unexpectedly with no life insurance. Larry was forced to leave school to help support his family. Larry entered the financial service industry in 1988. In 1995, in order to serve a growing clientele, Larry joined his former associates and helped create Independent Financial Concepts Group. At the same time he founded WealthMore Financial Strategies Inc.

Larry has qualified for Million Dollar Round Table, an exclusive association of the top 5% of insurance and pension professionals from around the world. In addition, Larry has acquired the most sought after designations in the industry.

Larry is a CFP (Certified Financial Planner), Ch.F.C. (Chartered Financial Consultant), CFSB (Certified Financial Services Broker), CLU (Chartered Life Underwriter), and has completed his Branch Manager’s course for investments. Clients are loyal to Larry’s guidance for his knowledge, but also his personable nature and caring attitude. Comprising mostly of young entrepreneurs and professionals, Larry’s clients are professionals, high net-worth individuals, and successful executives. For approximately 9 years, he has sat on the Board of The REENA Foundation, an organization that supports and integrates people with developmental disabilities into the community. Additionally he is involved with UJA federation and the Professional Advisors Committee (PAC). The committee assists and educates other tax, investment and legal professionals on creative ideas for financial planning.