Laurence E. Menna, CFP®, AIF®
Larry Menna, CFP®, AIF® 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. In 2016, 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, an Accredited Investment Fiduciary® 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 Sacchini is a Client Service Assistant for WealthTarget® Investment Advisors, LLC. She has been working with Larry Menna since 2006 and brings with her over 25 years of experience in the financial services industry.
As a Client Service Assistant, Tina helps in many areas of the firm. Some of her duties include opening and transferring accounts, money movement, client communications, website management and other service requests. Tina graduated from CSU Bakersfield with a B.S. in Business Administration. She is truly committed to providing excellent service and support for our clients.
Vickie started with WealthTarget® Investment Advisors in June of 2014. As Operations Assistant, she is responsible for helping with office operations, record maintenance, billing 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. She enjoys working with people and is always polite and courteous to our clients.