Larry Annello, CPA/PFS, CFP®

Partner & Wealth Manager

Connecticut Office

Email: [email protected]

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Larry’s driving force comes from nearly 40 years of experience as a CPA and financial professional, combined with his personal dedication to serving families, busy professionals and business owners in his community. His ongoing mission at SageBroadview is to provide clients with the planning, execution and oversight needed to build and sustain the rich life they envision.

 

Larry and co-partner Sheri Iannetta Cupo founded SageBroadview in 2014 by combining their independent practices – Larry’s BroadView Financial Planning and Sheri’s SAGE Advisory Group – into a unified force. Larry also remains a principal in a regional tax and business advisory firm, where he assists SageBroadview clients with their tax planning and income tax returns.

 

Throughout his financial career, Larry has enjoyed working closely with business owners and their families, after having served as Chief Financial Officer for two privately owned companies himself. He began focusing on business owners when he was a Private Business Group manager with international accounting firm KPMG. There, he concentrated on financial reporting and tax planning for middle-market companies and their family owners.

 

Larry graduated magna cum laude from the University of Hartford in Connecticut with a bachelor’s degree in accounting. He also 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.

 

Larry is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). He is a member of the AICPA and its Personal Financial Planning Division; the Connecticut Society of Certified Public Accountants (CSCPA) and The National Association of Personal Financial Advisors (NAPFA).

When he’s not working…

My wife Beverly and I enjoy nothing more than sitting around the dining room table with our family and friends, enjoying a home-cooked meal. Family gatherings have become even more meaningful now that we have our granddaughter, Avery, and grandson, James. If you ever want to get a smile out of me, just ask to see my latest photos of these treasures.

For the love of photography

When I’m on my own, I dive into photography as an enthusiastic amateur. Photography drives me to get outside and visit places I’ve never been. I’ll crawl into the woods, for example, to get just the right shot at just the right time of day. Having a photogenic Golden Retriever, Colbie, helps as well, although I must admit, my grandchildren have replaced her as my favorite subjects.

Early life lessons

I was an only child growing up, plus my mom passed away when I was 16 and my dad was in poor health. This left us in survival mode on everything from managing money to learning how to cook. My business sense was nurtured early on too, with a paper route, snow shoveling, lawn mowing and anything else I could think of. A paper route may not seem like much, but it calls for all kinds of business sense in receivables (charging customers), billables (paying the newspaper), and collectibles. The experience not only influenced my career path, it paid for most of my education. I think it made me a better dad too, as I’ve tried to instill similar values in my kids.

Why the Yankees?

All I know is that my father was a Yankees fan and he would listen to Yankee games on the radio day and night. I’ve been a Yankees fan since age 8, after the first game I went to in the old Yankee Stadium. Everyone in our family today is a Yankees fan. Having a granddaughter living in the Boston area is a challenge; we agreed she could root for any Boston sports team, just not the Red Sox!

Favorite analogy on client relationships

I like to tell prospective clients that we’re going to learn to dance together. At first, we may step on each other’s toes as we learn the patterns. When we get our steps down, it should be a harmonious flow. We should be wondering why we haven’t done this dance long before.

How to get a rise out of him

Just mention the word “Vermont” and my mind starts thinking about all the possibilities for great photography, relaxation, beautiful scenery, craft beers, and cozying up in a front of a roaring fire with Beverly.