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 comprehensive 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.
His practice continues today based on the same philosophy he began with, with the independence and wisdom gained over from 35 years of experience serving clients in an ever-changing economy and financial markets. Vic serves 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
