Larry M. Bell, MBA, CFP®

Principal and co-founder of the Hedge Fund Advisory Group, with over 2 decades of experience Larry and his team of experienced professionals follow a collaborative approach to comprehensive wealth management.

Years Experience:
  • 23

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

Tel: 973-285-3600

Direct Line: 973-285-3591

lbellwealth.com

linkedin

Email: lbell@sfr1.com

Dean Advisory Board Fox Business School at Temple University

President of the Athletic Boosters Delbarton School

Resides in Mendham, NJ with his wife and 4 sons

Larry enjoys family, sports, golf and travel.


Specialization

  • Hedge Fund Advisor Specialist
  • Family Wealth Management
  • Investment Management
  • Estate and Retirement Planning
  • Comprehensive Financial Planning
  • Insurance/Risk Management

Business Experience

  • Principal and Managing Consultant, Summit Financial Resources, Inc.

Education

  • Temple University, Philadelphia, PA, BA Finance
  • Temple University, Philadelphia, PA, MBA Business