Our Team

Victor Larsen, CFP, CPA, CLU

Principal , CERTIFIED FINANCIAL PLANNER ®

(210) 340-2109
(210) 344-8707

Victor Larsen began his career in 1978 with Carneiro, Chumney & Co. CPAs and continued with nine years of public accounting.  After several years at Arthur Anderson he felt it was time to open his own private practice.

In 1987 he started Larsen Financial Management, a private financial planning and investment management company focused on a holistic approach to handling all aspects of financial planning including investments, tax planning, estate planning, insurance, and retirement planning.  That practice continues today based on the philosophy it began with, as well as the independence and wisdom gained with over 35 years experience in the financial industry.

in addition, Victor is on the Planned Giving Advisory Council at the UT Health Science Center in San Antonio and has spoken to UT Faculty on financial matters. He has contributed to The Business Journal, as well as a UT faculty newsletter.  Outside his profession he enjoys spending time with his family, fishing the Texas coast, and playing basketball. He also plays piano and is pursuing a long-time goal of mastering the bass guitar.

Licenses, Designations and Certifications Held:

  • Securities - Registered Principal
  • Investment Advisor Representative                 
  • CERTIFIED FINANCIAL PLANNER ® - since 1992
  • Certified Public Accountant - Since 1983
  • Chartered Life Underwriter- Since 1992

Securities offered through WFG Investments, Inc., Member FINRA & SIPC. Investment advisory services offered through WFG Advisors, LP. We currently have individuals licensed to offer securities in the states of: TX, IL. This is not an offer to sell securities in any other state or jurisdiction. This is not a CPA firm.

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