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Lawrence Jay Agler, AIF®, CPFA®

Lawrence Jay Agler, AIF®, CPFA®

Vice President of Qualified Plans

Larry Agler, as Vice President of Qualified Plans helps design, install, and monitor the Qualified Plan business at ProEast Asset Management, LLC.

A founding partner of the employee benefits firm Beacon Financial Group, Inc., Larry has been working in the benefits and retirement plan areas for clients for over 20 years.  In 2011, he obtained the Accredited Investment Fiduciary (AIF®) designation, demonstrating a commitment to the fiduciary world for Qualified Plans.  In 2017 he continued that commitment by obtaining the Certified Plan Fiduciary Advisor (R) designation.  Larry holds his Series 7, 24, 63, and 65 Registrations; he is a Registered Principal with and an Investment Advisor Representative of Securities America.  He is licensed to sell Life, Health and Long Term Care Insurance in CT, and other states as well.

Larry lives in Trumbull, CT with his wife.  He enjoys spending time with family and friends.