Robert Larsen has more than 25 years of experience helping manage and grow wealth for clients across the Western United States.
The president of Inheritance Management, Inc., Larsen is based in California’s Central Valley. He travels extensively, striving to build a reputation for exceptional and personal service. Many of Larsen’s hundreds of clients have arrived by way of referrals.
Larsen’s affiliation with Zahorik Financial allows him to offer a wide array of services, from life insurance and annuities to 401k options – all tailored to the specific financial goals of each client.
Larsen has passed four registered security exams and is regularly enrolled in continuing education courses, keeping him informed of industry best practices, as well as the financial services industry’s ever-changing regulatory climate. This commitment helps allow clients of all sizes to invest with confidence.
A devoted husband of 31 years and father of four children, Larsen understands the importance of providing financial independence to loved ones. He’s been blessed to help provide solid counsel and financial services to many families for multiple generations.
Larsen graduated from Liberty University in 1985 with a bachelor’s degree in education. After a six-year teaching career, Larsen was offered an opportunity to use his skills as an instructor and coach as a financial advisor with Inheritance Management. He ascended to the role of vice president in 2001 and president in 2016.
For a consultation about how you can help improve your investment portfolio, you can contact Larsen at his downtown Visalia office at 559-734-3409 or by email at firstname.lastname@example.org.