Qualifications

Larry D. Fitting, CPA, CFP®, Registered Representative

 Larry graduated from the University of Akron in 1975 with a Bachelor of Science in Accounting degree.  Larry completed the requirements for his securities license in 1997 and then his insurance license in the year 2000. 

Larry also holds two professional designations.  The first being the Certified Public Accountant designation which he obtained in 1977.  The second being the CERTIFIED FINANCIAL PLANNERTM certification in 2010. 

  

 

Brian T. Fitting, CFP®, EA, Registered Representative

Brian graduated from the University of Akron in 2004 with a Bachelor of Science in Business Administration degree, a minor in finance, as well as returning to UA in 2006 for his Undergraduate Certificate in Financial Planning.

Brian completed the requirements for both his securities and insurance licenses in 2010.   He then went on to complete the requirements to become an IRS Enrolled Agent, as well as achieve the CERTIFIED FINANCIAL PLANNERTM certification in 2013.

 

 Certified Financial Planner