Advisor profile


Larry Salberg: Financial Advisor in Atlanta, GA

At Iron Oaks Wealth Advisors in Atlanta, GA, our team embodies a shared commitment to professionalism and client-centered service, specializing in wealth management services such as boutique financial services, financial advisory, retirement planning, private wealth advising, and capital management. Rooted in reliability, teamwork, and a passion for bringing joy to every client interaction, we strive to exceed expectations, helping each client receive the guidance and support needed to achieve their financial goals with confidence.

14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Saving for Education
  • Family Finances
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AIF® Accredited Investment Fiduciary®

Education

  • BFA, Writing and Acting, New York University, 1980-1985

Awards & recognition

  • Five Star Wealth Manager, 2021
  • Iron Oaks Wealth Advisors, Ameriprise Client Experience Award, 2020-2023

Previous experience

  • Financial Advisor - Delta Community Credit Untion, April 2015 - March 2020

Honored to receive recognition

All of us at Iron Oaks Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Iron Oaks Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

Community participation

  • Atlanta Community Feed Bank, Volunteer
  • Helping Feed Atlanta, Volunteer
  • Anti Defamation League, Member

Interests

  • Theater
  • Community Service
  • Golf
  • Writing, Fiction and Non-Fiction