Larry Pike, CFA
Client Priority Financial Advisors, LLC
Needham, Massachusetts resident, Larry Pike, CFA, is the founder and principal of financial planning and advisory firm, Client Priority Financial Advisors LLC. CPFA is a fee-based firm that does not receive commissions or automatic, recurring fees and is focused on helping families plan for future financial goals such as retirement and college for their children.
The firm’s philosophy is that affordable advice and low-cost investment options give families an edge over higher-cost alternatives such that more of their own money is working for them.
Prior to establishing CPFA, Mr. Pike has spent his career advising investors and asset managers on stocks, bonds, real estate and mutual funds and has advised some of the world’s largest investors on their portfolios. He spent the majority of his career at major financial firms including Deutsche Bank, Nomura Securities and State Street Bank before establishing Client Priority Financial Advisors LLC.