Larry Kushner


For over a decade, Larry Kushner, MBA, CRPC®, AWMA®, has helped physicians and dentists retire earlier, optimize their tax efficiency, and reduce their personal and business risk. He intimately understands the needs of doctors as he has advised many healthcare professional family members, and has helped doctor clients navigate wealth-building challenges. Larry enjoys spending time with family and often shares his passion about antique cars as well as new automobile technology with his clients.

Larry has achieved professional designations of Accredited Wealth Management Advisor (AWMA®) and Chartered Retirement Planning Counselor (CRPC®) as awarded by the College for Financial Planning. In my studies to achieve these designations I focused on: investing for retirement for high performing high net worth clients, income tax planning strategies, practice management, estate planning, investment and distribution strategies, personal and business risk management, protection planning, executive benefit planning to retain employees, and legacy planning.

In 2019, Larry received for the seventh time the exclusive national FIVE STAR Wealth Manager Award as featured in the December 2019 issue of Connecticut MagazineTMAccording to the Five Star Wealth Manager Award Program, less than 2 percent of the 14,400 wealth managers in Connecticut are accredited with Five Star recognition. In order to receive the award, each wealth manager must meet 10 objective requirements developed meticulously by the Five Star Wealth Manager Award program.  Wealth managers must possess the proper professional credentials including, but not limited to: maintaining the highest standards in regulation and compliance, showing notable customer satisfaction, meeting the utmost measures in integrity, high standing education and professional designations and a review of one year and five-year client retention rate.  Additionally financial services industry professionals in Connecticut were surveyed who evaluated wealth managers on three additional criteria: integrity, knowledge/expertise, and overall reputation. The Five Star Award is not indicative of the wealth manager's future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement of the wealth manager by Five Star Professional or any other entity. Click on Five Star logo for additional information.

Larry holds a B.S. (Operations Research and Systems Engineering) from New York University Tandon School of Engineering and a Master of Business Administration (M.B.A.) from Hofstra University. Prior to joining Cornerstone Wealth Management Group and focusing on Wealth For Docs, Larry was with Ameriprise Financial, in the positions of Manager and as a Financial Advisor.  Before joining the financial indudstry in 2005, he was an executive manager with Trane where he worked for over two decades.

Larry lives in Avon, CT, with his family where he has resided for over 25 years. He enjoys all types of music, antiques, and new  automobile technologies.


Phone 860.946.4392
Fax 860.946.4393
Mobile Phone 860.883.4700