Joel A. Larsen, CFP<sup>&reg;</sup> - Financial Advisor

Joel A. Larsen, CFP®

AIF®

Principal

Navion Financial Advisors, LLC

400 Capitol Mall Ste 900
Sacramento, CA 95814-4412
(530) 297-7441 CONNECT WITH Joel
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General

Joel Larsen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Navion Financial Advisors, LLC in Sacramento, CA and the surrounding communities.

Financial Advisor Overview

Navion Financial Advisors was formed in response to the growing public awareness that while they needed to coordinate all their financial affairs, they also want choice and flexibility. Many people are comfortable handling their own affairs most of the time, and wish to just validate their decisions on an occasional basis. Others want to ongoing assistance. Most want to know what it is they are paying for, and how much. By offering hourly, as needed financial planning separate from investment management, Navion Financial Advisors can provide the precise level of service the client desires. From a one hour consultation for a specific question, to a comprehensive financial plan, to ongoing portfolio management, the client decides what will best fit their wants and needs. There are many facets to financial planning. The one principal common to all of these areas is that decisions – and the advice that results – should only come after thorough examination of all the pertinent factors have been examined. This labor intensive process requires not only the abilities of a Certified Financial Planner™ Practitioner , but also that of a well trained, skilled support staff. This combination enables Navion Financial Advisors to serve a diverse mix of clients all across the country, helping them – and you – to work toward your financial objectives. Mission Statement Our mission is to provide our clients superior financial planning and investment services that will help them to achieve their personal and corporate goals. We do this by utilizing the financial planning process, then implementing the plan using extensive research and industry resources. We are proud of our professionalism and high standard of ethics. Credo We believe that the future is built in the present, and that working with a defined objective is essential to your success. There are no secrets to wealth creation. Common sense plus action and planning equals control.

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Financial Advisor Experience

Joel Larsen is a Certified Financial Planner® and Accredited Investment Fiduciary®. His practice focuses on fee-for-service financial planning, including retirement, estate, long-term care, and education planning. He provides fiduciary consulting to company retirement plans, private trust fiduciaries, and those fiduciaries involved with non-profit organizations and foundations. Also available are investment management, insurance, and educational services, including his “Beyond” series of seminars and workshops. He has clients across the United States. Mr. Larsen began his career by serving in the United States Marine Corps from 1973 until 1982. He then spent the next eight years in the computer retail business, both in sales and management. In 1990 Mr. Larsen entered the financial services industry, and took the Larsen Financial Strategies Group independent in 2004. The name was changed to Navion Financial Advisors in 2008. In January 2019 Navion Financial Advisors joined Carson Group Partners, a national partnership of independent advisors, that gives Navion Financial Advisors the ability to provide its clients small firm services with large firm resources. He writes articles for magazines, trade journals, newspapers and newsletters. He has been interviewed, written about, and /or quoted by Smart Money, Money Magazine, Business Week, USA Today, Wealth Manager Magazine, MSNBC.com, Bankrate.com, PlanAdvisor, National Underwriter, the Journal of Financial Planning, and Financial Planning Magazine, as well as by newspapers, radio and television stations around the country. He teaches continuing education classes for CPAs, attorneys and other professionals, and has taught evening classes on Investment and Financial Planning Strategies through area community colleges. He is a private pilot, swims with the Davis Aquatic Masters, runs an occasional (short) triathlon, and enjoys woodworking, hunting, fishing, camping, and other outdoor activities. He has served on the board of directors for the Financial Planning Association of Northern California. He and his family make their home in Woodland, California.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: AL, AZ, CA, CO, FL, IL, MA, NC, NH, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA
  • Health/disability insurance: AL, AZ, CA, CO, FL, IL, MA, NC, NH, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA
  • Fixed annuities: AL, AZ, CA, CO, FL, IL, MA, NC, NH, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial planning, consulting and investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Navion Financial Advisors is a proud member of Carson Partners.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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