San Luis Obispo Wealth Management Team
Lawrence Purcell*, CFP®
California Insurance Lic: 0D02252
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Lawrence Purcell has over 15 years’ experience in financial planning which includes income planning, retirement planning and risk minimization. He provides investors with implementation of customized financial solutions.
Mr. Purcell earned his Bachelor’s Degree from Pepperdine University in 1985. Some of his previous business experiences includes, food import & trading, grocery goods exporting, partnerships, water production and distribution, general manager and investor. Mr. Purcell currently holds FINRA Series 7 and 66 securities licenses including a California Life and Health Insurance license. He is also a CERTIFIED FINANCIAL PLANNERTM.
“I am looking forward to expanding AmeriFlex’s footprint to the North of Santa Barbara, in Santa Maria, San Luis Obispo and further North with clients around the San Francisco Bay Area.”
Birthplace: Redwood City, California
Favorite childhood memory: 4th of July – parents let kids play with fireworks in those days. !
Hobbies: Master swimming competitor, golf, sailing, body surfing, fishing, skiing, BBQ, United States Naval Sea Cadets Central Coast Division- Instructor, ELKS Lodge 322, History, Reading and activities with son, Nicholas.
Passions: Make it happen & be prepared.
Family life: My wife Lisa, son Nicholas and our dog Gunnar.
Favorite quotes: “I have been impressed with the urgency of doing. Knowing is not enough; we must apply. Being willing is not enough; we must do.”
– Leonardo da Vinci