Lawrence Barth, CLU, ChFC, LUTCF
Lawrence Barth, CLU, ChFC, LUTCF (Larry), CEO and President of AJJ Planning Services brings over 25 years of experience in the financial services industry to Forest Hills Financial Group (FHFG). Larry works with businesses, healthcare professionals and individuals advocating on behalf of their business interests and families to help ensure they are well prepared for all of life’s possibilities. He provides them with wealth management strategies designed to help grow, protect and distribute their assets in the most efficient manner.
Larry graduated from Pace University, New York with a Bachelor of Business Administration (BBA) in Economics in 1988. While attending High School at Yeshiva University he developed an interest in the stock market and worked for Merrill Lynch while attending college. Larry found that his interest in money management, strong work ethic and enjoyment working with people made a good combination. He began his professional career with Penn Mutual where he gained extensive industry knowledge and experience before starting his firm, AJJ Planning Services in 2009. Larry has always built his practice with his client’s needs first and foremost, and decided to associate with FHFG where their diverse resources allow him to match his client’s needs with innovative, viable financial strategies that can help protect themselves and their families.
Larry’s strong sense of industry and community keep him actively involved as a member SFSP (Society of Financial Service Professionals) as well as Past President of the New York City Association of Insurance and Financial Advisors in NYC. He is also a Past President of the Young Israel of New Hyde Park and President of Mikveh Yisrael of New Hyde Park. A sports enthusiast, Larry enjoys basketball, baseball and tennis. He also loves family time with his wife, children, and grandchildren.
Larry was born and raised in Queens, NY and now resides in West Hempstead with his wife Ellen. They have three sons Aron, Jordan and Jeremy, two daughters-in-law Faigy and Yehudis, and four grandchildren, Avi, Mordechai, Shaindy and Rina.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. AJJ Planning Services and Forest Hills Financial Group are not affiliates or subsidiaries of PAS or Guardian.