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Larry Sprung, CFPยฎ | Financial Advisor

Profile img for Larry  Sprung, financial advisor at Mitlin Financial Incยฎ
Hauppauge, NY
Larry Sprung, CFPยฎ
Financial Advisor
Founder and Wealth Advisor at
Mitlin Financial Incยฎ

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Hi, I'm Larry Sprung I am a husband, father, author, entrepreneur and mental health advocate. I founded Mitlin Financial in 2004 naming it in memory of both my wife's grandfather Mitchell and my mother Linda. Our primary focus has always been on prioritizing the families we serve. These two amazing people embody so many of the qualities we want to have in our firm and we strive to bring the values they exhibited to those we serve. My Mom is more than just the "LIN" in Mitlin, she is the reason I do what I do. As a teen I watched my parents struggle with their finances as my mom battled breast cancer for over a decade, it became my driving force. The Mitlin team consistently helps those families make healthy financial decisions and offers an exceptional experience that leverages personalized service with todayโ€™s top tools and technology. We strive to help you achieve your goals while finding JOY in the journey! I am the author of Amazon Bestselling book "Financial Planning Made Personal: How to Create Joy And The Mindset for Success " available in ebook, paperback, hardcover and audio formats. I am also the host the Mitlin Money Mindsetยฎ and you can hear more of the Mitlin story in episode 1. And remember to reflect on the final question I ask each guest "๐™’๐™๐™–๐™ฉ ๐™™๐™ž๐™™ ๐™ฎ๐™ค๐™ช ๐™™๐™ค ๐™ฉ๐™ค๐™™๐™–๐™ฎ ๐™ฉ๐™๐™–๐™ฉ ๐™—๐™ง๐™ค๐™ช๐™œ๐™๐™ฉ ๐™ฎ๐™ค๐™ช ๐™Ÿ๐™ค๐™ฎยฎ" Today, I lead the planning and asset management services at Mitlin, in addition to focusing on business development. I am incredibly proud a Founding Member of the Investopedia Advisory Counsel and a Forbes Adivsory Board Member.I aim to bring an approachable, JOYful perspective to every conversation, whether itโ€™s on a podcast, in the media, or with you. Losing my brother-in-law, Keith, to suicide in 2004 was a life-changing moment that inspired me to become a mental health advocate. My family has raised more than $1.7 million dollars via the Keith Milano Memorial Fund at the American Foundation for Suicide Prevention. My work earned me an Invest in Others Community Service Finalist award. I am an avid New York Rangers fan. Denise and I travel frequently to watch our sons play ice hockey. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor *Working with a member of the Investopedia Advisor Council or Forbes Advisor does not ensure that a client or prospective client will experience a higher level of performance or results nor a guarantee of future investment success
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Specialties and Expertise

6
Succession Planning
College Planning
Tax Minimization Investment Strategies
Retirement Income
Business Ownership Strategies
Sports and Entertainment

Clientele

6
Inheritors
Professional Athletes
High Net Worth Individuals
Wealthy Families
Business Owners
Entrepreneurs

Credentials and Designations

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Certified Financial Plannerโ„ข

Education

1
Binghamton UniversityBA MathematicsYear Obtained: 1996

Job History

1
Mitlin Financial IncFounder and Wealth Advisor 2004-Present
Quick Facts About Larry
Years of Experience:24 yearsMember since:2022Average Account Size:$800,000Number of clients:200

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Financial Planning

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Pricing Models

AUM
Flat Fee
Hourly Fee

Proof of License

SEC Profile
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Hauppauge, NY
Larry Sprung, CFPยฎ
Financial Advisor
Founder and Wealth Advisor at
Mitlin Financial Incยฎ
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Profile last updated: 12-09-2024