
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

210-393-8642

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.