Meet Larry Roby
Larry Roby, RICP, MRFC, MCEP
President & CEO, Investment Advisor Representative, Insurance Professional, and National Social Security Advisor*
Larry Roby is the founder and President of SFA Wealth Management. One of Larry’s core principles is his belief in the value of education. This belief has been the foundation of his business as well as a guiding force behind his teams focus on everything retirement. Retirement planning, otherwise known as distribution planning, is complex and can be very emotional. Decisions need to be made in the areas of Taxes, Social Security, Medicare, Investments and Wealth Transfer. Our process, our checklist and our planning tools combined with a safety first mentality is how we help clients everyday and deliver maximum client satisfaction.
In the field of retirement planning, Larry took what started as a simple interest in helping his own family and, through advanced education and self-study, has turned that into a business that can help all people. Nothing is more important to Larry than the relationships he has made with clients and partners of SFA, and he strives to always make clients glad they decided to work with him. Larry founded SFA with the philosophy that the needs of our clients are ALWAYS placed first. The primary focus of our business is helping seniors receive more income, more growth potential, pay less tax, and leave more money to their spouses, children, and grandchildren.
Larry and his wife, Cindee, attend New Vision Baptist Church in Murfreesboro. He and his team at SFA volunteer time and resources at Branches Recovery Center (a local counseling ministry). When not working, Larry enjoys time with his family (including twelve, nearly perfect, grandchildren) and spoiling his Bichon puppies, Wilson and Maggie.
*The National Social Security Advisor (NSSA) certification is obtained by completing eight hours of coursework, passing a certification exam, and requires sixteen hours of biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found here.
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