Broker Check
Kevin Larson, CFP®

Kevin Larson, CFP®

Financial Advisor

Kevin J. Larson has been advising clients on how to help preserve and manage wealth since 2003.  Professionals, corporate executives, business owners, and individuals nearing retirement rely on him for personalized financial strategies.

Kevin excels at developing a uniquely customized approach for each client’s planning needs, objectives, and goals.  With Kevin, the entire process revolves around the client. He keeps his clients informed of current trends in the economy through ongoing seminars, weekly newsletters, and regular office and web-ex meetings, as well as providing clients access to innovative tracking tools which help to monitor their progress with real-time data.

Kevin believes that financial planning is about a person’s values, not just their money.  His focus is on protecting his client’s purchasing power, not simply their principal. He feels it is important to develop the right retirement plan for an individual’s situation by utilizing tools that help manage taxes, market volatility, and risk.  He has taught sound financial principles to clients over the years and currently teaches educational seminars to corporations and federal agencies, as well as holding regular client seminars.  

He has been a guest lecturer at Brigham Young University on personal finance.  He shares strategies that assist his clients in overcoming emotional decisions and helps them prepare for their retirement years.

In additional to a Bachelor of Science degree in Business with an emphasis in finance, he successfully completed the demanding requirements to become a Certified Financial Planner ® professional through the Certified Financial Planner Board of Standards, Inc.  In an effort to provide timely advice to his clients, Kevin regularly consults with leading experts including economists, attorneys, CPAs, and financial product specialists.

Kevin currently serves in his hometown community and spends most of his free time with his family going hiking, camping, playing sports, games, and making each other laugh.  Kevin and his wife have nine children. 

Practice Focus

  • Investment Advice
  • Retirement Planning
  • Asset Protection Strategies
  • Estate Planning
  • Insurance Analysis

Education/Certification

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Bachelor of Science in Business & Finance
  • Securities Registrations: Series 7, 6,26,63,65
  • Insurance Licenses: Life & Health

Affiliations

  • Investment Advisor Representative, Cetera Advisor Networks LLC.
  • Member of Financial Services Institute
  • Member of  NAIFA (National Association of Insurance and Financial Advisors)

Securities and advisory services are offered through Cetera Advisor Networks, LLC, {"Cetera"), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through Cetera, or its licensed affiliates. Trans West Credit Union and Financial Network are not registered as a broker-dealer or investment advisor. Registered representatives of Cetera may use the name Financial Network and may also be employees of Trans West Credit Union. Securities and insurance products and services are being offered through Cetera or its affiliates, which are separate entities from, and not affiliates of, Trans West Credit Union and Financial Network. Securities and insurance offered through Cetera or its affiliates are:
Not Insured by NCUA or Any Other Government Agency/ Not Trans West Credit Union Guaranteed / Not Trans West Credit Union Deposits or Obligations/ May Lose Value