Advisory Board Member Profile
AJJ Planning Services
Areas of Expertise
Your Customers – Their Journey, Empathy & Storytelling, To Market – The New Business Plan
Lawrence Barth, CLU, ChFC (Larry), CEO and President of AJJ Planning Services brings over 30 years of experience in the financial services profession to his clients. Larry works with businesses, healthcare professionals and individuals, throughout the country, advocating on behalf of their business interests and families to help ensure they are well prepared for all of life’s possibilities. He provides them with proven wealth management and cash flow strategies designed to help grow, protect and distribute their assets in the most efficient manner. The firm helps create and implement powerful strategies to optimize each persons unique wealth potential.
Larry graduated from Pace University, New York with a Bachelor of Business Administration (BBA) in Economics in 1988.
Larry has built his practice with his client’s needs first and foremost.
When dealing with businesses or individuals we look at them as if we were in their shoes and that is what helps make us a key advisor.
Larry’s strong sense of industry and community keep him actively involved as a member of both professional and other non-profit organizations.
He loves family time with his wife, children, and grandchildren.