Lawrence has over 20 years of professional experience in the financial services industry advising high net worth clients on a variety of financial planning, investment, and tax related issues. He is also a CPA and principal with Goodfriend & Jacobs, a boutique business management CPA firm in Santa Monica. Lawrence is a senior advisor with Miracle Mile and provides investment advice to his business management clients through the firm.
Prior to founding Goodfriend & Jacobs, Lawrence was a principal at Goodfriend & Associates, CPAs, (which he merged into Goodfriend & Jacobs). Lawrence started his career at a large CPA firm specializing in real estate.
Lawrence earned his Bachelor’s degree in Accounting from San Diego State University. He is a Certified Public Accountant and member of the California Society of CPA’s and holds the Financial Industry Regulatory Authority (FINRA) Series 65 and 3 securities licenses.