Our financial advisor in Solvang, CA has made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve California and deliver investment management, financial planning, and retirement income planning services to local families.
Larry has been continuously advising clients on the Central Coast of California since 2001. He joined Vellum Financial, one of two firms that merged to form WealthSource Partners, in 2014. Larry attended the University of California, Irvine, on an academic scholarship, where he earned a BA and an MBA. After working as a Financial Planner for many years, he assumed the position of Senior Vice President at two well-established firms in California. He now helps clients find the best strategies for accumulating and preserving their wealth.
Independent Wealth AdvisorMBA
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
The WealthSource advisor in Solvang is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit.
Chris Shea, Chief Investment Officer of WealthSource, takes a look at the August 2022 Markets. Check back each month to learn more! ...09.15.2022
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the July 2022 Markets. Check back each month to learn more! ...08.17.2022
In just 15 minutes, we can get to know you — and connect you with an advisor who can help.