Larry holds the  CERTIFIED FINANCIAL PLANNER™ certification granted by the CFP Board. He also holds the Digital Assets Council of Financial Professionals DACFP Certificate in Blockchain and Digital Assets®.  Before entering the financial services industry, Larry Koeppel held various technology positions with a prominent tax law publishing and software company, provided independent technology strategy consulting and assisted with strategic planning for a Silicon Beach startup. Larry is a member of the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network. When he’s not working Larry enjoys hiking, traveling and basketball.