Janet L. Larsen, CFP<sup>&reg;</sup> - Financial Advisor

Janet L. Larsen, CFP®

Financial Planner

STEP Financial

4156 Candleberry Avenue
Seal Beach, CA 90740
FINANCIAL ADVISOR'S WEBSITE
(562) 384-7837

General

Janet Larsen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at STEP Financial in Seal Beach, CA and the surrounding communities.

Financial Advisor Overview

Every day is one step closer to your future. Have you made a plan for the next phase of your life or are you trusting to random chance? Working together, you can confidently take necessary steps to bring your financial life under control and move forward with critical decisions that must be made. One of the very best gifts you can give your family is to work with a financial planner. They can have peace of mind now that you have taken steps to ensure a secure future, for you and for them. Dream Plan Prosper

More

Financial Advisor Experience

Certified Financial Planner TM Advanced Portfolio Management Advisor Certified Financial Transitionist TM Personal Financial Planning Certification from UCLA 20 years in the financial sector 8 years as a CFP(r)

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

Charles Schwab Corporation

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Mutual Funds, Getting Married, Identity Theft, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Women's Finances

More

Helpful Financial Planning Resources