Larry Watts
Contact MeAbout Me
Since 1983, I have helped a broad array of individuals and families with different backgrounds make life-changing financial decisions. After growing up in the Midwest, I moved to California in 1977 and enrolled in the Pacific’s Eberhardt School of Business, graduating in 1979. My background in marketing and accounting formed an ideal launching pad for my financial services career.
Holding financial education as a top priority, I have attained three designations that I believe provides me the best opportunity to help you pursue your goals:
Certified Financial Planner™ certification – identifies individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Accredited Investment Fiduciary® designation – identifies individuals who have met the experience requirements of the Center for Fiduciary Studies, a division of Fi360, have gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care, and have passed the AIF® examination.
Certified Portfolio Manager® designation – attained through the Academy of Certified Portfolio Managers after completing the prerequisite coursework at Columbia University, covering topics such as portfolio management, financial statement analysis, corporate finance, fixed income analysis, fiduciary responsibility, and more.
Larry believes in maintaining a balance in his life and has been involved with the University of the Pacific Eberhardt School of Business’ advisory board and helped them start the student investment fund. He has also served on many charitable organizations and coached football at St. Mary’s High School, which was very rewarding.
Larry enjoys spending time with his wife, Emily, who has her doctorate in Physical Therapy, and daughter, Gabi, an energetic 15-year-old. Together, they keep up with the older kids: his daughter, Allie, who lives in Shell beach and works for a nonprofit, and his son, Matt, who is married with Larry’s first grandchild, Wesley. Matt and his wife, Kayla, have made Lincoln their home.
About Me
Christy began her investment industry career in 2003 and joined Stifel in 2016. Prior to joining Stifel, she worked at A.G. Edwards, Wells Fargo Advisors, and UBS Financial Services. Christy uses her years of investment industry experience to help educate her clients on the importance of investing. She assists them in creating customized wealth management strategies tailored to their unique needs and goals. She is dedicated to providing clients with top-tier client service.
Christy earned a Bachelor of Science in Business Administration, as well as an MBA from California State University, Sacramento. She holds Series 7, 9 & 10, and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Christy also earned the Accredited Asset Management Specialist™ designation, which identifies those individuals who completed coursework specifically focusing on asset management and risk mitigation strategies, tax-efficient investment strategies, and estate planning issues.
Christy enjoys spending family time with her husband, Chris, and their two children, Allison (15), who is a sophomore at Lodi High School, and Sean (13), who is in 8th grade at Millswood Middle School. They love supporting their kids’ activities, which include competitive softball, golf, and basketball. They also love to play golf and travel as a family.
AR State License
0E45903
About Me
Jacob began his investment industry career at Stifel in 2022. Instrumental to the team, Jacob focuses on administrative duties and is diligent as first point of contact for clients.
Jacob earned a B.S. in Business Administrations with a concentration in Finance from the University of the Pacific and holds Series 7 and 66 securities licenses.