John and his team, Larsen Wealth Management, located in Scottsdale, AZ, became an affiliate office of Crux Wealth Advisors in 2021. As Senior Vice President of his practice and CERTIFIED FINANCIAL PLANNER™ (CFP®), John has a broad set of responsibilities. These range from working directly with his clients, to ensuring that the vision of his business remains on course, overseeing efficient and effective operations, and continually striving for excellence in service so that our clients reach their goals.
John’s approach to his business and working with his clients is through compassion and practical strategies. He takes unique client information and turns that into a personalized and comprehensive plan to follow and guide them through their journey.
In addition to his extensive industry experience, John’s background positions him to advise clients on complex matters. He earned his bachelor’s degree from Aarhus School of Marine and Technical Engineering in Denmark and went on to work for Maersk. John draws from his engineering background and utilizes his critical thinking skills, attention to detail, analytical talents, creativity, and problem-solving abilities to help his clients attain their goals. He advanced his understanding of business and logistics when he took on his second career to work for a company that built ice cream factories before developing a passion for the financial industry and helping others with their investments.
Before joining our team, John gained critical industry experience with Raymond James, beginning in 2013. He has also served in numerous leadership positions as a Financial Advisor and Limited Partner for more than 16 years with Edward Jones. He has been an educator and taught investment classes for more than 12 years at the Maricopa Community Colleges in Scottsdale and Paradise Valley. He also volunteers to speak at local organizations on a variety of financial planning issues. John has earned the prestigious professional designations; CFP® and Accredited Investment Fiduciary (AIF®).
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.