Holistic Wealth Advisor
Larry Sidney believes in a holistic financial view that focuses not just on where the client is today, but where the client wants to be in the future. He leads the client through the process of identifying their goals, and then develops a plan with them to make those goals become a reality. As an independent wealth advisor he has the ability to select the best products and services available, thereby providing the highest level of fiduciary service to his clients. All of this serves to give you one of the hardest things to find when it comes to money: peace of mind.
With a long history of investment that includes more traditional investments as well as investments in start-ups, Larry brings diverse knowledge to the business. Each client is unique, and whether the client is a business owner, single parent, or anyone in between, he sees the importance of meeting those unique needs in the most effective way possible. Each financial plan is an individual journey with the client.
An MBA graduate of the Berkeley-Haas Business School, Larry has committed himself to the core value of “students always.” He understands the need to continue to learn and evolve as an advisor. Larry’s experience as an elite athlete and Olympic Alternate for the 2018 Pyeongchang Olympic Games reinforced the idea that no matter how good you are at something, you can always find ways to continue learning. This passion for self-improvement that Larry brings to MFG shows in the work he does with and for clients.
Home life is busy for Larry these days, as he and his wife Kerstin have two young boys, ages three and one. Larry and Kerstin love being active and outdoors with their children, whether hiking, biking, skiing, or out on Lake Tahoe. Larry is an avid curler, a member of the Israeli National Curling Team, and a big Olympic fan, and has attended 6 of the last 7 Olympic games as either a spectator or coach.
Education & Affiliations:
BS/MA University of Connecticut
MBA University of California @ Berkeley
FINRA Series: 7, 66, SIE
Life and Health Insurance Licenses