Larry Kushner

 

Larry Kushner has achieved professional designations of Accredited Wealth Management Advisor (AWMA®) and Chartered Retirement Planning Counselor (CRPC®) as awarded by the College for Financial Planning. These designations identify individuals who have successfully completed the program addressing such topics as: investing for retirement, estate planning, investment strategies, risk management and investment issues for high net worth clients, income tax planning, protection planning and executive benefit planning. He holds a Series 7, 66, 24, and Series 51 license, as well as a Life, Accident and Health Insurance license.

In 2018, Larry received for the sixth time the exclusive national FIVE STAR Wealth Manager Award as featured in the December 2018 issue of Connecticut MagazineTMAccording to the Five Star Wealth Manager Award Program, less than 2 percent of the 14,400 wealth managers in Connecticut are accredited with Five Star recognition. In order to receive the award, each wealth manager must meet 10 objective requirements developed meticulously by the Five Star Wealth Manager Award program.  Wealth managers must possess the proper professional credentials including, but not limited to: maintaining the highest standards in regulation and compliance, showing notable customer satisfaction, meeting the utmost measures in integrity, high standing education and professional designations and a review of one year and five-year client retention rate.  Additionally financial services industry professionals in Connecticut were surveyed who evaluated wealth managers on three additional criteria: integrity, knowledge/expertise, and overall reputation. The Five Star Award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement of the wealth manager by Five Star Professional or any other entity. Click on Five Star logo for additional information.

Previously, Larry received the professional title of Business Financial Advisor from Ameriprise Financial. This title identifies individuals who have successfully completed financial planning coursework that takes into account the individual planning needs of small business owners. In addition, advisors who earn this title have experience in working directly with small business owners to meet both their personal and business financial needs.

Prior to joining Cornerstone Wealth Management Group as President, Larry was with Ameriprise Financial, in the positions of Manager and as a Financial Advisor.  Previously Larry was CEO of Air Solutions East for 3 years, and was District Manager with Trane, division of American Standard, where he worked for 29 years. Larry holds a B.S. (Operations Research and Systems Engineering) from New York University Tandon School of Engineering and a Master of Business Administration (M.B.A.) from Hofstra University.

Larry lives in Avon, CT, with his family where he has resided for 25 years. He enjoys all types of music, antiques, and new green automobile technologies.

 

Phone 860.946.4392
Fax 860.946.4393
Mobile Phone 860.883.4700