Larry M. McCarty,CPWA®CFP®CPAretiredAIF®CPFA®
For more than 30 years, Larry McCarty has been sharing his unique and creative approach to the financial planning process with clients and corporate retirement plans. Leveraging his entrepreneurial spirit along with his CPA audit/tax experience, Larry is able to provide a comprehensive approach to retirement income planning. It is his goal to craft customized solutions which include advanced insurance strategies, estate planning, and life insurance and investment strategies.
Larry began his career in the audit department at Arthur Young & Co. in Los Angeles. During his tenure there, his work included a diverse set of clients from a variety of industries, all which provided Larry a broad background of experience.
Leveraging his corporate accounting experience, Larry went on to purchase two CPA practices in Orange County, CA. This business venture rounded out his previous audit background with an intense income tax experience. After several years, he sold his interest in the CPA practices and joined a Financial Services recruiting firm. Always the entrepreneur at heart, Larry ultimately established his own recruiting firm and in 1993, joined with three other advisors to found Diversified Investment Services, Inc. where he is currently a Financial Advisor. As a CPA and entrepreneur, he truly understands the tangible and intangibles of owning and managing successful businesses.
Throughout his career, Larry has remained committed to excellence, which means staying informed on market trends and maintaining best practices in all areas of his life. Larry is a CFP®, CPA-retired, Registered Representative and Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC, as well as a Life Insurance Agent.
Larry resides in Yorba Linda with his wife, Shannon. They have three children and seven grandchildren who keep them active. He also enjoys movies, travel and learning about wine. Their oldest son, Sean, is a fully licensed Financial Advisor and Partner with client and practice management responsibilities alongside Larry at Diversified Investment Services.