Lawrence J. Annello, Partner

Experience
Larry’s extensive career in the financial services industry includes more than 25 years of experience as a practicing CPA and 15 years as a Certified Financial Planner™ professional.  His proven track record is built on a strong dedication to serving as a trusted advisor to his individual, family, and businesses clients.

Prior to joining DHAS, Larry was the Chief Financial Officer for two privately- owned companies and the personal finance advisor for the company owners. He began his financial services career with international accounting firm KPMG, concentrating on financial reporting and tax matters for middle-market companies.

Areas of Concentration

PERSONAL FINANCIAL PLANNING
Larry specializes in providing personal financial planning and individual tax services. He assists clients in preparing and implementing comprehensive financial plans that help them reach their short and long-term goals, such as saving for retirement, paying for college, and diversifying their investment portfolios.

In 2000, Larry founded our financial planning arm because of an interest in providing competent, unbiased, fee-only financial planning advice to people from all walks of life. His financial planning clients include business owners, corporate executives, working families, and individuals in Connecticut, Massachusetts and New Jersey and several other states.

MANUFACTURING, DISTRIBUTION, AND SERVICE COMPANIES
During his career in public accounting, Larry has serviced both public and privately-held companies within the manufacturing, retail, professional services, and distribution sectors. He has worked closely with many of these long-standing corporate and partnership clients on sophisticated income and estate tax planning matters, business acquisitions and sales, succession planning, and operational issues. His experience as a Chief Financial Officer in the private sector brings valuable insight and strategies.

Education, Professional Development and Memberships
Larry graduated magna cum laude from the University of Hartford in Connecticut with a B.S. degree in accounting. He completed both the Chief Executives and Senior Officers in Family Business program and the Strategy Analysis for Finance and Marketing program at The Wharton School of the University of Pennsylvania. In 1996 he was awarded the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants, and he also received the right to use the CFP® marks of distinction from the CFP Board.  Most recently, Larry earned the right to use the Registered Life Planner designation from the Kinder Institute of Life Planning in 2010.

He is a member of the American Institute of Certified Public Accountants (AICPA), and its Personal Financial Planning Division. He is also a member of the Connecticut Society of Certified Public Accountants (CSCPA), the Financial Planning Association (FPA), The National Association of Personal Financial Advisors (NAPFA) and The Garrett Planning Network.

Larry is a Registered Investment Advisor licensed in Connecticut and Massachusetts.

Community Service
Larry is a member of the Board of Directors and Treasurer of the Child Abuse Prevention Foundation of Farmington, Connecticut, Inc. He is a past president, Treasurer, and Board member of the Farmington Exchange Club. His contributions to these organizations have helped raise over $100,000 towards Child Abuse Prevention.