Laurence E. Menna, CFP®
Larry Menna, CFP® is president/owner of WealthTarget Investment Advisors, LLC, a registered investment advisory firm. Larry envisioned building WealthTarget® shortly after he became a financial advisor in 1995. Back then, he worked with Raymond James Financial Services on a commission-based platform. Over time, Larry became a partner of the local RJFS office, and decided to gradually move away from commission-based financial products to start WealthTarget Investment Advisors, LLC, a fee-only financial planning firm. Larry left Raymond James to get completely away from any commission based conflicts. We are 100% fee-only.
You can’t imagine the satisfaction I get from helping my clients. By working on a fee basis, I believe we have the ability to remove conflicts of interest regarding our clients’ needs.”
Larry graduated from California State University, Bakersfield, in 1997, with a bachelor’s degree in Finance. He is a CERTIFIED FINANCIAL PLANNER™ Professional, and registered investment advisor representative. As a CERTIFIED FINANCIAL PLANNER™ Professional, he specializes in portfolio management and comprehensive financial planning for business owners, professionals, and retirees, including those preparing for retirement.
Client Service Assistant
Tina has been with WealthTarget Investment Advisors since 2006. She brings more than 20 years of experience in the financial services industry. As a Client Service Assistant, Tina is responsible for processing all account paperwork, handling money movement, client account requests and other maintenance needs. She has a bachelor’s degree in business administration from CSU Bakersfield. Her career is centered on providing excellent support and service for our clients.
A California native, Tina lives in Bakersfield with her husband Chris and sons, Andrew and Anthony. She enjoys spending time with friends and family, walking her dogs, gardening and being outdoors.
Vickie started with WealthTarget Investment Advisors in June of 2014. As Operations assistant, she is responsible for helping with office operations, record maintenance, and assisting clients with their needs in a timely fashion.
Vickie graduated with Honors from Bakersfield College and received her Associates Degree in Psychology. Since college, Vickie has been involved in customer service related positions and enjoys working with people; always polite and courteous to our clients.
Vickie was born and raised in Bakersfield, CA and knows how hot Bakersfield summers can be, so to escape from the heat, she likes to head to the beach with her friends and family.