Larry’s driving force comes from more than 40 years of experience as a CPA and financial professional, combined with his personal dedication to serving families, busy professionals and business owners in his community. His ongoing mission at SAGEbroadview is to provide clients with the planning, execution and oversight needed to build and sustain the rich life they envision. Larry and co-partner Sheri Iannetta Cupo founded SAGEbroadview in 2014 by combining their independent practices – Larry’s BroadView Financial Planning and Sheri’s SAGE Advisory Group – into a unified force. Larry is also a partner in our affiliated firm, SAGEbroadview Tax, where he assists SAGEbroadview Wealth Managem