John Larsen,
CFP®, AIF® Founder and President, LWM International Wealth AdvisorWealth Advisor, RJFS
Visit my website Larsen Wealth Management
CA Insurance License # 0C93484
John Larsen, CFP®, AIF® Founder & President, Larsen Wealth Management | Managing Member, Fortitude Wealth Partners | Wealth Advisor, RJFS
With over 27 years of experience in the financial services industry, John Larsen is a seasoned Certified Financial Planner® professional and an Accredited Investment Fiduciary® (AIF®). He has demonstrated his commitment to professionalism and ethical standards by completing the CFP® Board's rigorous certification process and continuing his education to maintain his certification. As an AIF®, John possesses a deep understanding of fiduciary duty and the standards for acting in a client's best interest.
John’s approach to financial planning is rooted in his passion for empowering clients to help achieve their financial goals. He takes a holistic approach, addressing not just investment strategies, but also the tax, insurance, and estate planning needs of each client. Collaborating with a client’s tax advisor and attorney, John ensures all aspects of their financial plan are well-coordinated for both current and future success.
Before founding Larsen Wealth Management in 2021 and becoming Managing Member of Fortitude Wealth Partners in 2024, John served as a Financial Advisor and Limited Partner at his previous firm for over 16 years. He has also been an educator for more than 12 years, teaching investment classes at the Maricopa Community Colleges in Scottsdale and Paradise Valley. John is an active volunteer, speaking at local organizations on a wide range of financial planning topics.
Originally from Denmark, John earned his bachelor's degree from the Aarhus School of Marine Engineering in 1990. In addition to his professional achievements, John has served as the Honorary Danish Consul for Arizona and New Mexico since 2005—an honor granted to only a select few in the U.S. He was knighted by the Queen of Denmark in 2014 and again in 2023 for his years of service.
Outside of his professional life, John enjoys spending time with his wife, Jilliann, and their three children: twin sons Gunner and Tanner, and daughter Rochelle. He is passionate about travel, sports, and cultivating lasting relationships with his clients.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Larsen Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
