SB-Joel Larsen

Joel A. Larsen, CFP®, AIF®

Principal at Navion Financial Advisors

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, and in Europe.

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.

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.

Speaking Topics:
- Personal Financial Planning
- Qualified retirement plans including fiduciary duty
- Fiduciary Duties as Pertains to investments - also pertains to trusts
- Investment management
- Charitable giving

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