Lawrence has 18 years of experience in Banking, Financial and Insurance Services. He began his career in California as a Marketing Associate with ARCS Mortgage, Inc., where he built loan pools and developed pricing models and reports for managing loans.
A year later, he moved on to Union Bank of California where he was named Vice President. During his seven years there he developed and managed a client portfolio with $80 million in loan balances, $30 million in deposits and tripled the group’s net profitability. He was instrumental in moving business from competing institutions by developing a loyal executive network.
In 2001, Lawrence joined Mass Mutual Financial Group. The company provides comprehensive financial planning services for individuals and business owners. As a financial planner, Lawrence relies on existing and newly developed client relationships and referrals to build business. His keen networking ability and broad experience are assets that Walker Financial Partners clients rely on to achieve their objectives.
Lawrence has obtained series 6, 7, 63 and 66 securities registrations, Life and Health insurance licenses, and his designation as a Certified Financial Planner™. He is a graduate of the University of Illinois and he earned his MBA from Pepperdine University.
Lawrence is active in the non-profit world, having provided assistance to The Kayne/ERAS Center, Habitat for Humanity, Motion Picture & Television Fund Foundation, Malibu Little League, Malibu High Shark Fund and Malibu Boys and Girls Club.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies