Suggestions
Larry Leitch
Chief Executive Officer at SFG Wealth Management
Professional Background
Larry Leitch is a seasoned financial services professional with an impressive career that spans over three decades. As the Chief Executive Officer of SFG Wealth Management, established in 2004, Larry has dedicated his expertise to providing comprehensive financial solutions to corporations, business owners, and individuals alike. Larry has made a significant impact in the financial sector, primarily focusing on personal and corporate financial management. SFG Wealth Management prides itself on delivering a total wealth management approach, ensuring that each client’s financial matters are addressed holistically. The firm operates under the core principle of serving clients as their “Personal CFO,” distinguishing it from conventional financial service providers. This unique approach enables clients to navigate the complexities of investments, taxes, insurance, and estate planning with confidence and clarity.
Education and Achievements
Larry's academic journey laid a solid foundation for his successful career in finance. He graduated with a Bachelor of Science in Finance from Indiana University of Pennsylvania, which equipped him with vital knowledge and skills in financial analysis, investment strategies, and asset management. Furthering his education at The American College, Larry obtained the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations, showcasing his commitment to ongoing professional development and his expertise in various financial disciplines. These prestigious designations affirm Larry's ability to provide high-quality advice tailored to the unique needs of his clients.
Career Milestones
Before establishing a successful career at SFG Wealth Management, Larry co-founded Synergy Financial Group, where he played a pivotal role in shaping the firm’s operations and client services. His experience also includes partnership roles at TermInsurance.com and First Financial Group, where he honed his skills in insurance and investment management. Larry's leadership and strategic vision have enabled the firms he has been associated with to achieve substantial growth and recognition in the competitive financial services landscape. With a profound understanding of the financial market, Larry is dedicated to helping clients realize their financial goals and aspirations.
Notable Achievements
Larry Leitch's notable achievements in the financial services industry include his ability to simplify complex financial challenges for his clients and his commitment to providing tailored financial strategies that lead to their financial success. By leveraging technology and innovative financial planning techniques, Larry ensures his clients are well-informed and confident in their financial decisions. His goal-oriented approach and dedication to quality service have earned him a respected reputation among clients and colleagues alike. Larry’s extensive experience in asset management, tax strategies, risk management, and estate planning exemplifies his comprehensive understanding of the multifaceted financial landscape.