Larry Roby, MRFC^®

MRFC Certification Board Director
larry@sfawealth.com
615-216-1048

President & CEO, Investment Advisor Representative, Insurance Professional, and National Social Security Advisor*

Larry Roby is the founder and President of SFA Wealth Management in Murfreesboro, TN. One of Larry’s core principles is his belief in the value of education. This belief has been the foundation of his business as well as a guiding force behind his team’s focus on everything retirement. Retirement planning, otherwise known as distribution planning, is complex and can be very emotional. Decisions need to be made in the areas of Taxes, Social Security, Medicare, Investments and Wealth Transfer. Our process, our checklist and our planning tools combined with a safety-first mentality is how we help clients every day and deliver maximum client satisfaction.

In the field of retirement planning, Larry took what started as a simple interest in helping his own family and, through advanced education and self-study, has turned that into a business that can help all people. Nothing is more important to Larry than the relationships he has made with clients and partners of SFA, and he strives to always make clients glad they decided to work with him. Larry founded SFA with the philosophy that the needs of our clients are ALWAYS placed first.

Larry has gained the certifications of MRFC (Master Registered Financial Consultant), RICP (Retirement Income Certified Professional), MCEP (Master Certified Estate Planner), and NSSA (National Social Security Advisor). He is also an insurance professional and Investment Advisor Representative with his Series 65 and Series 63. He is a 12-year member of the MDRT (Million Dollar Round Table) with 5 years at Court of the Table and the last 7 years at Top of the Table.