Lawrence Sorace

Retirement, Small Business, Lifestage Based Planning
“With over a decade of experience in the financial industry, Lawrence Sorace provides simple, proven techniques that can help clients make the most of their money and help achieve more of their financial goals.”

Mulberry Lane Advisors, LLC

Job Title:

Managing Member and Co-Founder


Lawrence is a Managing Member and Co-Founder of Mulberry Lane Advisors, LLC. 

Prior to forming Mulberry Lane Advisors, Lawrence had worked for more than a decade in the financial industry with firms such as Merrill Lynch, Northwestern Mutual and Penn Mutual. Prior to that, he worked in several positions with General Motors throughout North America.

Lawrence has also been an Adjunct Professor at Rider University several times over the years at both the graduate and under-graduate levels.

Lawrence graduated with honors from Rider University with a Master’s in Business Administration with a concentration in Finance. Lawrence also holds Bachelor’s degrees in Mathematics (Cum Laude) and Secondary Education (Cum Laude) from East Stroudsburg University. Lawrence also attended The American College (earned CFP®), the University of Maryland, Drexel University (post-grad/Doctoral studies) and the University of Pennsylvania (Executive Studies).

Lawrence holds Insurance licenses in Florida, Maryland, New Jersey and Pensylvania. He also has his Series 7 and Series 66 securities registrations.

Lawrence has been a member of MENSA since 2003.

Lawrence lives in Bucks County, Pennsylvania and enjoys traveling with his family, the outdoors, attending concerts and sporting events, and playing multiple musical instruments.


MBA, Finance, Rider University

CRD Number:



Securities and investment advisory services offered through Ameritas Investment Corp. (AIC) member FINRA/SIPC. AIC is not affiliated with United Professional Advisors (UPA). Additional products and services may be available through UPA that are not offered through AIC.  Securities products are limited to residents of NY, AZ, CA, FL, GA, IL, MA, MD, NC, NJ, NV, OH, PA, SC, TX, VA, CT, TN

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    Debt, Social Security, Investing, Real Estate
Should I pay my house off with the money that I have or keep the money in my investment accounts?
100% of people found this answer helpful

Since the value of your house fluctuates regardless of the amount of equity that's in it, and since mortgage interest is still a deduction on your tax return, I would say that there is no reason to pay off the mortgage. That $95,000 invested will make more in investment income than you will pay on mortgage interest. Also, if you pay the mortgage off, you have now given control of that equity to the bank. This is because, if you ever wanted to tap into that equity, you would have to go to the bank to get a loan against the home.

May 2018
    401(k), IRAs
Should I maximize a Roth 401(k) account while limiting my traditional 401(k) contributions?
38% of people found this answer helpful
December 2017
    Retirement, 401(k), Mutual Funds, Stocks
How can I maintain my current retirement income?
33% of people found this answer helpful
December 2017
    Debt, IRAs
Should I use an early IRA distribution to pay off my credit card balance?
14% of people found this answer helpful
December 2017
    IRAs, Retirement Plans
I'm 24 and contributing to a simple IRA; what else should I be doing to prepare for retirement?
0% of people found this answer helpful
December 2017