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About the author.
Larry Heller, CFP®, CPA is the President of Heller Wealth Management, an independent financial advisory firm located in New York. Heller Wealth Management creates and custom tailors financial plans for clients and develops investment strategies that build both financial resilience and security. He has appeared frequently on TV, Radio and been quoted in The Wall Street Journal, Newsday, and Financial Planning magazine. He’s also the host of the ‘Life Unlimited’ podcast. Calling Long Island home, Larry is an avid golfer, tennis player, and travel enthusiast.