Larry Wajsman
Larry Wajsman, CFP®
Vice President, Wealth Management
CERTIFIED FINANCIAL PLANNER®
MEMBERS Financial Services
Located at:
Associated Credit Union
6251 Crooked Creek Rd Peachtree Corners, GA 30092
Phone: 770-326-7315
Email: [email protected]
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MISSION STATEMENT
My objective is to deliver personalized, comprehensive financial guidance that enables individuals and families to make informed decisions, build financial confidence, and establish enduring financial well-being.
With over three decades of experience in wealth management, I am committed to assisting individuals and families in building, investing, and safeguarding their financial resources with assurance and clarity. My methodology is founded on a thorough financial planning process that begins with understanding what is most important to you.
PROFESSIONAL SPECIALTIES
- Specializes in retirement income planning and wealth management strategies designed to help clients conserve assets, generate viable income, and make informed financial decisions.
- Tax-aware planning, risk management, and long-term care considerations aligned with each client’s goals and time horizon.
- Centers on disciplined, long-term strategies, and diversification, with portfolios aligned to client objectives rather than market speculation.
QUALIFICATIONS
- Vice President, Wealth Management, Located at Associated Credit Union
- Holds FINRA Series 7, 65, and 63 securities licenses with LPL Financial
- Holds life & health insurance licenses from AK, AL, CO, FL, GA, IL, IN, KY, MD, MS, NC, NY OK, PA, SC, TN, VA, W
EDUCATION
- Graduated from The Ohio State University, Bachelor of Business Administration, Finance
PERSONAL
I have resided in the Atlanta area since 2001, where my wife and I have established a fulfilling life together, marking over 40 years of marriage. We are fortunate to have a remarkable daughter who practices law and lives in the Atlanta vicinity. Family is central to my existence, and this perspective profoundly shapes the dedication and commitment I bring to serving the families with whom I collaborate each day.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Associated Credit Union and MEMBERS Financial Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Associated Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Associated Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state
Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
