5000 Executive Parkway, Ste 420 San Ramon, CA 94583

Financial Planner

Trent Larsen is a comprehensive, fee-only financial planner who began his career in the finance industry in 2015. Trent and his team specialize in financial planning and wealth management for all levels of employees and business owners. His primary areas of expertise include personalized retirement planning (e.g. cash flow analysis, retirement timing, pension vs lump sum evaluations, 401(k) rollovers, corporate benefit analysis etc.), tax planning, and investment planning. In addition, Trent completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional.

Trent grew up in Walnut Creek and graduated from California State University, Chico with a bachelor’s degree in Economics and a minor in Business Administration. He has previously passed his Series 7 and 66 registrations as well as his CA Life and Health Insurance license.
While not in the office, Trent enjoys being outdoors, boating, fishing, camping, and spending time with friends and family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.