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Victor Larsen
CPA, CFP, CLU

Licenses, Designations

and Certifications Held:


-Investment Advisor Representative
-Chartered Life Underwriter -
Since 1992

-Certified Financial Planner - Since 1992
-Certified Public Accountant - Since 1983

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VIC@LARSENIM.COM

210-393-8642

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After nine years in public accounting, in 1987, Vic Larsen established Larsen Financial Management in order to help his clients avoid making investment mistakes he observed as their tax accountant. Vic believes in a comprehensive approach to financial planning and investment management that addresses all aspects of his clients’ financial well-being.  These services include wealth advisory and wealth conservation strategies, building and maintaining investment and retirement strategies and addressing multi-generational and legacy planning needs.

His practice continues today based on the same philosophy with which he began, with the principals of independence and objectivity the cornerstone upon which he founded Larsen Investment Management over 35 years ago.  With the experience of serving clients in an ever-changing economy and financial markets for over that period of time, Vic serves as a true fiduciary; always acting in the best interests of his clients.

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We are a financial advisory practice founded on the belief that everything an advisor or financial planner does must be focused completely on the best interests of his or her clients and no one else.

E-mail

Phone

210-393-8642

Address

16719 Huebner Rd, BLDG 1,

San Antonio TX, 78248

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This site is published for residents of the United States only. Investment advisor representatives of Larsen Financial Management LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

 

Links to third-party web sites are provided for convenience only. Larsen Financial Management LLC does not endorse nor support the content of third-party links. Larsen Financial Management LLC is not responsible for the content of a third-party website. By clicking on a third-party link, you will leave this website where privacy and security policies may differ from those practiced by Larsen Financial Management LLC.

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