Larry Heller, Cfp®, Cdfa®, Cpa
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Larry Heller, Cfp®, Cdfa®, Cpa Email & Phone Number

Managing Partner and Financial Advisor at Savant Wealth Management
Location: Melville, New York, United States 2 work roles 1 school
2 work emails found @larryheller.com 2 phones found area 631 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email l****@larryheller.com
Direct phone (631) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Savant Wealth Management
Role
Managing Partner and Financial Advisor
Location
Melville, New York, United States
Company size
488 employees

Who is Larry Heller, Cfp®, Cdfa®, Cpa? Overview

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Quick answer

Larry Heller, Cfp®, Cdfa®, Cpa is listed as Managing Partner and Financial Advisor at Savant Wealth Management, a with 488 employees, based in Melville, New York, United States. AeroLeads shows a work email signal at larryheller.com, phone signal with area code 631, and a matched LinkedIn profile for Larry Heller, Cfp®, Cdfa®, Cpa.

Larry Heller, Cfp®, Cdfa®, Cpa previously worked as Founder & President at Heller Wealth Management. Larry Heller, Cfp®, Cdfa®, Cpa holds Bs In Business, Accounting And Finance from Questrom School Of Business, Boston University.

Company email context

Email format at Savant Wealth Management

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*@larryheller.com
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AeroLeads found 2 current-domain work email signals for Larry Heller, Cfp®, Cdfa®, Cpa. Compare company email patterns before reaching out.

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Profile bio

About Larry Heller, Cfp®, Cdfa®, Cpa

With over three decades of experience, I’ve dedicated my career to helping individuals and families build financial resilience and achieve lifelong financial independence.I began my journey at Coopers & Lybrand, earning my CPA designation, and later transitioned to a large brokerage firm. Disillusioned by the misalignment between client priorities and corporate interests, I pursued my CFP® and founded Heller Wealth Management. My firm is built on a simple but powerful principle: the success of our clients is our success.As a Forbes Best-in-State Wealth Advisor for five consecutive years, I’ve been fortunate to share my expertise in publications like The Wall Street Journal, Barron’s, and CNBC. I’m also the host of the podcast Life Unlimited and the author of Retire Right: Lots of People Retire Wrong. Learn How to Retire Right, both of which reflect my passion for helping others navigate their financial journeys with confidence.Whether collaborating with clients or connecting with fellow professionals, my goal is to foster clarity, confidence, and resilience in financial planning and decision-making.

Listed skills include Wealth Management, Retirement Planning, Retirement, 401K, and 11 others.

Current workplace

Larry Heller, Cfp®, Cdfa®, Cpa's current company

Company context helps verify the profile and gives searchers a useful next step.

Savant Wealth Management
Savant Wealth Management
Managing Partner and Financial Advisor
Melville, NY, US
Website
savantwealth.com
Employees
488
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Company profile
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2 roles

Larry Heller, Cfp®, Cdfa®, Cpa work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at Savant Wealth Management

Other employees you can reach at savantwealth.com. View company contacts for 488 employees →

CR Caitlyn Ramsey, Cpa, Cfe Caitlyn Ramsey, Cpa, Cfe Colleague at Savant Wealth ManagementMilford, Delaware, United States View → BS Brad Stewart, Cfp® Brad Stewart, Cfp® Colleague at Savant Wealth ManagementFreeport, Illinois, United States View → EC Edward Cruickshank, Cfp® Edward Cruickshank, Cfp® Colleague at Savant Wealth ManagementLincolnshire, Illinois, United States View → BW Blake Walters Blake Walters Colleague at Savant Wealth ManagementLaguna Hills, California, United States View → JS Jared Spanbauer Jared Spanbauer Colleague at Savant Wealth ManagementMadison, Wisconsin, United States View → CZ Christopher Ziegler, Fmva® Christopher Ziegler, Fmva® Colleague at Savant Wealth ManagementPoplar Grove, Illinois, United States View → IP Isabelle Pierpont Isabelle Pierpont Colleague at Savant Wealth ManagementRockford, Illinois, United States View → LV Luis Vargas Luis Vargas Colleague at Savant Wealth ManagementSterling, Illinois, United States View → RK Rob Kemp Rob Kemp Colleague at Savant Wealth ManagementFullerton, California, United States View → CM Colin Malec Colin Malec Colleague at Savant Wealth ManagementGreater Chicago Area, United States View →
1 education record

Larry Heller, Cfp®, Cdfa®, Cpa education

  • Questrom School Of Business, Boston University
    Questrom School Of Business, Boston University
    Accounting And Finance
FAQ

Frequently asked questions about Larry Heller, Cfp®, Cdfa®, Cpa

Quick answers generated from the profile data available on this page.

What company does Larry Heller, Cfp®, Cdfa®, Cpa work for?

Larry Heller, Cfp®, Cdfa®, Cpa works for Savant Wealth Management.

What is Larry Heller, Cfp®, Cdfa®, Cpa's role at Savant Wealth Management?

Larry Heller, Cfp®, Cdfa®, Cpa is listed as Managing Partner and Financial Advisor at Savant Wealth Management.

What is Larry Heller, Cfp®, Cdfa®, Cpa's email address?

AeroLeads has found 2 work email signals at @larryheller.com for Larry Heller, Cfp®, Cdfa®, Cpa at Savant Wealth Management.

What is Larry Heller, Cfp®, Cdfa®, Cpa's phone number?

AeroLeads has found 2 phone signal(s) with area code 631 for Larry Heller, Cfp®, Cdfa®, Cpa at Savant Wealth Management.

Where is Larry Heller, Cfp®, Cdfa®, Cpa based?

Larry Heller, Cfp®, Cdfa®, Cpa is based in Melville, New York, United States while working with Savant Wealth Management.

What companies has Larry Heller, Cfp®, Cdfa®, Cpa worked for?

Larry Heller, Cfp®, Cdfa®, Cpa has worked for Savant Wealth Management and Heller Wealth Management.

Who are Larry Heller, Cfp®, Cdfa®, Cpa's colleagues at Savant Wealth Management?

Larry Heller, Cfp®, Cdfa®, Cpa's colleagues at Savant Wealth Management include Caitlyn Ramsey, Cpa, Cfe, Brad Stewart, Cfp®, Edward Cruickshank, Cfp®, Blake Walters, and Jared Spanbauer.

How can I contact Larry Heller, Cfp®, Cdfa®, Cpa?

You can use AeroLeads to view verified contact signals for Larry Heller, Cfp®, Cdfa®, Cpa at Savant Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Larry Heller, Cfp®, Cdfa®, Cpa attend?

Larry Heller, Cfp®, Cdfa®, Cpa holds Bs In Business, Accounting And Finance from Questrom School Of Business, Boston University.

What skills is Larry Heller, Cfp®, Cdfa®, Cpa known for?

Larry Heller, Cfp®, Cdfa®, Cpa is listed with skills including Wealth Management, Retirement Planning, Retirement, 401K, Investment Advisory, Asset Management, Financial Planning, and Pensions.

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