Larry Witzel, CFP®, CLU, AIF

Larry Witzel, CFP®, CLU, AIF

President

Personal Profile
Larry's energy, experience, analytical aptitude and ability to break down complex or challenging situations into understandable and executable individual and business financial planning has helped develop Strategic Financial Solutions into an established regional financial services office.

Community Involvement

  • Past President of NAIFA-Cedar Rapids
  • Member of Cedar Rapids Economic Alliance (1989 graduate of the Chamber's Leadership for Five Seasons)
  • Current member and past President of the Cedar Rapids Estate Planning Council
  • Member of Downtown Rotary
  • Active within his church

Education and Honors
Iowa State University

  • Bachelor of Science in Agricultural Business
  • Minor in Business Administration
  • Graduated with honors
  • Emphasis in Economics

Professional Accreditations

  • CERTIFIED FINANCIAL PLANNER™ certification
  • Series 6, 7 and 63 securities registrations
  • Chartered Life Underwriter (CLU®) from the American College of Financial Services
  • 2008, he obtained his Accredited Investment Fiduciary designation (AIF®)

Interests and Hobbies
Originally a "farm boy" from North Central Iowa, Larry now resides on a farm east of Marion, with his wife of over 30 years, Joni. Their daughter Rachel lives in Marion and son Nate, also a graduate of Iowa State University, is currently living in Texas. Larry's free time includes golf, racquetball, boating, working on his farm and following ISU athletics.

Favorite Food: Pizza
Favorite Quote: The harder you work, the luckier you get.
Favorite TV Show: Big Bang Theory
Favorite Movie: True Grit
Favorite Holiday: Christmas
Bucket List: Hike up/down the Grand Canyon with Nate
Biggest Accomplishment: 30 years of marriage and two great children
Place to visit: Scuba diving off the Great Barrier Reef; The Holy Land