Who We Are

Larry C. Grossman, CFP®, CIMA®
Managing Director

Larry graduated Summa Cum Laude with a Bachelor of Arts degree in Business Management from Eckerd College. He went on to attain the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards, Inc. This designation is awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements. Additionally, Larry is a Certified Investment Management Analyst (CIMA®), awarded by the Investment Management Consultants Association (IMCA) in conjunction with the Wharton School of Business. Holders of the CIMA® designation have proven experience and education in the area of investment management consultation and are trained in the art of evaluating institutional money managers and mutual funds by implementing the tools of Modern Portfolio Theory.
 
With 18 years experience specializing in domestic and international financial planning, Larry has a number of unique accomplishments. He was one of, if not the first financial advisor in the country to develop a compliant method for helping clients take IRAs and pension plans offshore for asset protection and greater investment diversification. Larry's method has been reviewed and approved by some of the top ERISA attorneys in the country.

Additionally, Larry is a highly sought after speaker, and has spoken at financial conferences held by many of the top non-U.S. banking and financial institutions around the globe. As such, Larry has developed a network of bankers and attorneys he works with that include many of the most well respected and widely recognized names in the world. Because of Larry's vast experience in the areas of asset protection and offshore planning, he is frequently asked to speak on the topic of "The New IRS, What Works And What Doesn't." Larry has been an outspoken critic of many of the promoters of questionable offshore "gimmicks." He has been called the "pit bull" of planning by some of his professional acquaintances, due to his never ending quest to assist his clients in proper planning done in a compliant fashion.

Larry is published, having written four articles in the last two years, including "The Internet Bubble Goes Pop," "Biotech Back With a Vengeance," "Move Your Pension Plan Offshore for Protection," and "Dynamic Global Asset Allocation."

Larry can be reached at lgrossman@offshoreira.com

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