Your Central Texas Financial Planning Team

Victor Larsen, Principal, CERTIFIED FINANCIAL PLANNER ® - San Antonio and Austin

Daniel Larsen, Investment Adviser Representative - Austin

Daniel Larsen’s interest in investments grew while he received his Bachelors Degree in Economics at the University of Texas at Austin.  After graduating he joined John Hancock Investments and Insurance in Santa Barbara, CA.

In 2007 he returned to Austin, Texas as a registered Proprietary Equities Trader with Kershner Trading Group, LLC.  He later left Kershner Trading Group to join Larsen Financial Management and became registered with WFG investments, Inc in 2011. Having a life-long interest in the markets, he is dedicated to monitoring  the financial landscape for risk and opportunity.

Outside his profession, Daniel enjoys spending time with family and friends, as well as various outdoor activities. An avid fisherman, he likes to kayak and wade in the waterways of Texas and contribute to conservation and cleanup efforts.  He is also the Founder and Executive Director of Keep Austin Working, a 501(c)(3) non-profit organization.  The charity was designed to assist in the growth of charities benefiting at-risk youth in Austin, such as The BeHive and GirlStart.

Licenses, Designations and Certifications Held:

Securities - Investment Adviser Representative

Insurance - Life, Accident, Health

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 25 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 is a speaker to UT Faculty on financial matters. He frequently contributes to The Business Journal, as well as a UT faculty newsletter.  Outside his profession he enjoys spending time with his family. He likes fishing the flats of the Texas coast, basketball, swimming, and playing 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