Larry D. Watts, AIF®CFP®, CPM®
Senior Vice President/Investments

Since 1983, I have helped a broad array of individuals and families with different backgrounds make life-changing financial decisions.

After growing up in the Midwest, I moved to California in 1977 and transferred from the University of Nebraska to the University of the Pacific’s Eberhardt School of Business, graduating in 1979.  My background in marketing and accounting formed an ideal launching pad for my financial services career. 

Having attained and maintained the Certified Financial Planner™ certification and the Accredited Investment Fiduciary® (AIF®) designation, I have received training on the duties of good faith and standards of care, insurance review, tax strategies, as well as estate planning issues and retirement planning.  I am also a proud member of the Academy of Certified Portfolio Managers, after completing the pre-requisite coursework at Columbia University. 

I believe in maintaining a balance in my life, and have remained involved with the University of the Pacific Eberhardt School of Business’ advisory board.  I have also served on many charitable organizations and coached football at St. Mary’s High School, which was very rewarding.

I enjoy spending time with my new wife, Emily, who directs a physical therapy practice in Lodi, and a new daughter, Gabi, an energetic 10-year-old.  Together, we keep up with the older kids:  my daughter, Allie, who is a recent Animal Science graduate from Southwestern University in Austin and is now living and working in San Luis Obispo, and my son, Matt, who is a student athlete at the University of Nebraska in Lincoln, majoring in Economics.