Larry D. Adams, RFC, CPFA®, is a Partner and Senior Financial Advisor at FJY Financial. Since entering the financial industry in 1986, Larry has been dedicated to providing exceptional service to his clients. He serves as a trusted advisor to his clients by helping them gain clarity about the financial goals and values that are most important to them.
In 2005, he founded LifePointe Financial Partners on the principle that clients’ interests always come first. Larry joined FJY Financial in 2014 with the merger of LifePointe Financial Partners and FJY Financial. As a partner of FJY Financial, Larry continues to serve his clients in Texas as a Senior Financial Advisor by providing independent coordinated advice with a focus on investment and retirement planning for his clientele comprised of business owners, retirees and professionals. Larry also serves on the firm’s Investment and Financial Planning committees and is the manager of the Midland office.
As a Certified Plan Fiduciary Advisor (CPFA®), Larry has an expertise in helping business owners design a qualified retirement benefit plan for their company. He advises company retirement plan sponsors so they can successfully navigate fiduciary responsibilities while also delivering best in class retirement solutions for their employees. As an investment advisor to the plan, he is also able to provide access to FJY’s investment research and recommendations.
Larry began his career in financial services, specializing in risk management. He has developed an expertise in various insurance and annuity solutions and can help FJY clients understand if and when such solutions are appropriate for them. Prior to establishing his own, independent firm, Larry managed branch operations for two national financial institutions and played an integral role in mentoring and helping other advisors develop careers, while simultaneously managing his own client relationships.
In 2014 and 2015, Larry participated in CEG Worldwide coaching for financial advisors, completing both the Breaking Through and Roundtable programs. He holds the professional designations of Registered Financial Consultant (RFC) and Certified Plan Fiduciary Advisor (CPFA®). He is a member of the International Association of Registered Financial Consultants (IARFC), National Association of Plan Advisors (NAPA), and the Financial Planning Association (FPA).
On a Personal Note
Larry and his wife, Carolyn, are proud grandparents to four beautiful grandchildren and enjoys spending as much time as possible with his family. They recently purchased a cabin in the Sierra Blanca mountain range in Ruidoso, NM and they escape there whenever they have the chance. Larry is forever in pursuit of the perfect golf swing, so if you don’t find him on the course, he will be on the driving range.