Strategies Built
for Lasting Wealth

About

Levi G. Larsen, CFP®

Founder & Owner, Larsen Wealth Strategies

Levi G. Larsen, CFP®, is the founder and owner of Larsen Wealth Strategies, an independent wealth management practice based in San Jose, California. For more than a decade he has been advising families across some of the industry’s most respected platforms. Levi approaches the work with the conviction that clients are best served by advice that is independent, deeply planning driven, and built around their personal financial picture.

Prior to starting Larsen Wealth Strategies, Levi was a top performer at two of the nation’s largest independent registered investment advisors: Beacon Pointe, as a Senior Wealth Advisor, and Edelman Financial Engines, as Director, Financial Planning. While there he worked at the intersection of comprehensive financial planning, investment strategy, and multi-generational wealth transfer, gaining a firsthand understanding of the institutional approach to asset management that continues to shape how he builds portfolios today.

Levi entered the industry at Charles Schwab in Denver in 2010, at a time when families were still dealing with the scars of the 2008 financial crisis. That exposure set him on a path up the ladder at Schwab, where he became a V.P. - Financial Consultant in Campbell, California. There he helped high net worth clients address complex financial needs using the best investment tools available. While at Charles Schwab, Levi expanded his knowledge rapidly, gaining a behind-the-scenes view of how the larger financial world operates. That perspective ultimately led him to the registered investment advisory world as the best way to provide clients the financial service they deserve.

Education

Levi attended Brigham Young University, where he majored in biology. While there he also competed for 4 years as a scholarship athlete on the Men’s Swimming Team. This high intensity, high consequence experience instilled the discipline, work ethic, and patience he now brings to his clients’ financial lives. He is a CERTIFIED FINANCIAL PLANNER® professional and a California-licensed life insurance agent.

Personal Life

Raised across Utah, Missouri, and Michigan, Levi brings a Midwestern meets Mountain-West sensibility to a Silicon Valley clientele: straightforward, unhurried, and thorough. He resides in San Jose with his wife and daughter. Outside the office, he is an avid traveler, lifelong swimmer, rock climber, and a bad golfer. He also has an enduring enthusiasm for cars, food, and European architecture.

Additional Projects

Levi is also the Founding Financial Planner at Nino, a Fintech startup leveraging AI to make financial planning and tax filing more accessible.

Work With Levi