CFPAIF

    Joel Larsen

    Principal Certified Financial Planner®

    Navion Financial Advisors
    Sacramento, CaliforniaNo minimum minimum

    About Joel

    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. During this time he also served as a Reserve Deputy Sheriff in St. Tammany Parish, Louisiana. In 1990 Mr. ...

    Areas of focus

    Financial PlanningRetirement PlanningTax PlanningCash Flow AnalysisPortfolio ConstructionDebt Management

    Credentials & background

    Designations

    CFPAIF

    Licenses

    Series 65

    Clients served

    Veterans & Active Duty MilitaryGovernment ContractorsDoctorsHealthcare WorkersRetireesNew Investors

    The firm

    Navion Financial Advisors