LARRY M. McCARTY is a Financial Advisor with Diversified Investment Services, Inc. and has been a CPA for over 25 years. Larry has over 30 years of professional experience in the financial services industry assisting individuals, families, companies and Non-Profit organizations with their financial and retirement needs.

Larry’s success in helping clients develop and implement their financial goals is the result of pursuing strong working relationships, a commitment to outstanding client service and creating customized strategies for each client.

Larry focuses on the areas of Retirement, Wealth Preservation and Estate Planning including consideration of taxes and advanced insurance strategies. With a thorough understanding of taxation and financial issues, Larry is able to develop a comprehensive approach to help meet the specific goals and objectives of each client. His unique blend of experience and education provides him with the skills necessary to assist clients with successful implementation of strategies to work toward their goals while working with other trusted advisors such as attorneys and CPA’s.

Larry graduated with a dual Bachelor’s Degree in Business Administration (emphasis in Accounting) and Biology from California State University at Fullerton. He earned his CPA designation while working for Arthur Young & Co. a “Big 8” CPA firm. He holds Series 7, Series 63, Series 66 and Series 4 registrations. He is a Registered Representative, Investment Advisor Representative and a Life Insurance Agent.

As a part of his community involvement, Larry is involved in a variety of Non-profit endeavors. He resides in Yorba Linda with his wife Shannon of over 30 years. He is an avid wine enthusiast.

Email Larry M. McCarty at: lmccarty@disinc.net

CA Insurance License #0B16131