Levi Larsen CFP®
Senior Wealth Advisor
Request an Appointment | Contact Me | (408) 261-3300
Levi Larsen, CFP®, is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for advising and providing customized wealth management solutions for clients. Levi began his career in the financial services industry in 2010, gaining extensive experience in both retirement and financial planning. Prior to joining Beacon Pointe, he was a Director of Financial Planning at Edelman Financial Engines, and VP – Financial Consultant at Charles Schwab. Levi graduated from Brigham Young University with a bachelor’s degree in Biology and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Levi currently resides in San Jose with his wife and spends his free time pursuing his passion for golf, swimming, rock climbing, travel, and cuisine.