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Shane E. Larson, CFP®, ChFC®

Shane E. Larson, CFP®, ChFC®

Investment Advisor Representative, Financial Services Representative, Registered Representative

Shane E. Larson is an accomplished professional with over ten years of experience in our complex and continuous changing financial industry. He is passionate about building long-term relationships with his clients, helping them to attain their financial goals and objectives.

Shane holds a Bachelor Degree with a major study in Finance and Risk Management. In addition, Shane is also a CERTIFIED FINANCIAL PLANNER™ certificant and has earned his Charter Financial Consultant designation. Currently Shane has his Series 6, 7, 63, 65, Variable Annuity, Life and Health licenses, and licensed in Property and Casualty. Additionally, Shane is an Investment Advisor Representative.

Having worked in financial services since 2007, Shane has had the opportunity to witness many changes. One of his greatest pleasures is sharing those experiences with the attendees of his Financial Strategies for Successful Retirement (FSSR) classes. Shane has had the pleasure of teaching FSSR in Volusia, and the University of Central Florida adult continuing education programs. Other locations of instruction have included NASA and a number of other corporate sites via employee assistance programs.

Shane has lived in Central Florida for over 30 years and enjoys sharing it with his wife, Danielle. He is also a dedicated parishioner at All Souls Catholic Church, and enjoys playing softball and running.