Larry Lytle
- Role
- CEO at Wiser Advisor Group
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Larry Lytle
Larry Lytle, CFP®, CAP® CEPA CEO and – Financial Advisor Larry focuses on…
Experience
CEO
May 2023 — Present
Education
Purdue University System
Bachelor's Degree, Computer Technology/Computer Systems Technology
1985 — 1989
Indiana University
Master's Degree, Business, Management, Marketing, and Related Support Services
1994 — 1998
Skills
- Private Business Sales
- Special Needs Planning
- Planned Giving
- Wealth Planning and Estate Planning Services
- Wealth Strategy for Families Who Own a Business
- Foundations and Trusts
- Business Retirement Plans
- Business Exit Planning
- Non-Profits
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