Shane Larson, CFP®
Associate Financial Planner
How do you play the role of a mainspring in our clients’ lives?

I believe financial planning is not a generic process but extremely individualistic. My first priority is always to actively listen to a family or individual’s values and goals. You are a unique individual, why shouldn’t your money reflect who you are?

What drives you?

A few years ago, my family and I experienced the declining health of a loved one. The skills I have learned as a financial planner were put to the test to ensure care would not be interrupted. I want to help other families weather any storm so they can remain focused on what is most important.

How do you spend time outside of work?

I always enjoy laughing and spending time with my wife, Erin, after a busy day of work. In my spare time, I enjoy reading, writing, spending time outdoors and obsessing over my beloved Mariners. I also love pizza and I am trying to create my own signature pie.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.