Our Team

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Victor Larsen, CFP, CPA, CLU

Principal , CERTIFIED FINANCIAL PLANNER®

210.393.8642
210.340.2109

After nine years in public accounting, Vic Larsen established Larsen Financial Management in 1987 in order to broaden what he could offer to his clients.  Vic believes in a holistic approach to financial planning and investment management that addresses all aspects of his clients’ financial well-being.  These services include wealth advisory and wealth conservation strategies, building and maintaining financial and retirement strategies, addressing multi-generational and legacy planning needs; all the while, looking for solutions that are unique to each client’s needs and desires.

His practice continues today based on the same philosophy he began with, with the addition of the independence and wisdom gained over 35 years of experience serving clients in an ever-changing economy and ever-changing financial markets.  Through it all, Vic remains determined to serve as a true fiduciary; always acting in the best interests of his clients.

Vic has had the pleasure of serving on the Planned Giving Advisory Council at the UT Health Science Center in San Antonio.  Outside of his profession, Vic enjoys spending time with his family, fishing the Texas coast, and playing basketball.  He also plays the 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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