Brad L. Larsen
Leading Wealth Management, Retirement Plan and Executive Benefit Strategies Expert
- Role
- Adjunct Lecturer at Retirement Plan University
- Location
- Palm Beach Gardens, FL, US
- LinkedIn followers
- 500 followers
About Brad L. Larsen
As Managing Director at Wealthspire, I bring over 25+ years of experience in wealth management. qualified & nonqualified retirement planning, leveraging my expertise in institutional investment management services and executive benefit strategies. My work focuses on helping organizations and individuals navigate complex financial landscapes to address their retirement and financial goals effectively. With a commitment to empowering informed financial decisions, I prioritize fostering meaningful partnerships and delivering tailored, client-focused solutions.
Experience
Adjunct Lecturer
Jun 2021 — Present
Education
University of Florida
Bachelor of Science in Business Administration, Marketing & Risk Management
1981 — 1985
Martin County High School
1981
1978 — 1981
UCLA
C(k)P, Behaviorial Finance, Retirement/401(k)
2017 — 2018
Skills
- Retirement Plan Consulting
- Fiduciary Liability
- Financial Planning
- Mergers & Acquisitions
- 401k
- Retirement Solutions
- Retirement
- Strategic Financial Planning
- Qualified Retirement Plans
- 403b
- Financial Services
- Retirement Planning
- Training
- Management
- Investment Management
- Retirement Plans
- 401(K) Retirement Savings Plans
- Insurance
- Deferred Compensation
- Erisa
- Pension Funds
- 457 Plans
- Series 63
- Investments
- Investment Advisory
- Financial Advisory
- Profit Sharing
- Defined Benefit
- Pensions
- Asset Allocation
- Mutual Funds
- Employee Benefits
- Series 7
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