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Joel Larsen | Financial Advisor

Profile img for Joel Larsen, financial advisor at Navion Financial Advisors
Sacramento, CA
Joel Larsen
Financial Advisor
Principal Certified Financial Planner® at
Navion Financial Advisors

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Mr. Larsen began his career by serving in the United States Marine Corps from 1973 until 1982. He then spent the next eight years in the computer retail business, both in sales and management. During this time he also served as a Reserve Deputy Sheriff in St. Tammany Parish, Louisiana. In 1990 Mr. Larsen entered the financial services industry, and took the Larsen Financial Strategies Group independent in 2004. The name of the firm was changed to Navion Financial Advisors in 2009. He writes articles for magazines, trade journals, newspapers and newsletters. He has been interviewed, written about, and /or quoted by Smart Money, Money Magazine, Business Week, USA Today, the Sacramento Business Journal, Wealth Manager Magazine, MSNBC.com, PlanAdvisor, National Underwriter, the Journal of Financial Planning, and Financial Planning Magazine, as well as by newspapers, radio and television stations around the country. He teaches continuing education classes for CPAs, attorneys and other professionals, and has taught evening classes on Investment and Financial Planning Strategies through area community colleges. He is a private pilot, swims with the Davis Aquatic Masters, and enjoys Crossfit, trail runs, woodworking, fishing, camping, and other outdoor activities. He has served on the board of directors for the Financial Planning Association of Northern California. He currently serves on the Yolo County Airport Advisory Committee and the Yolo County Sheriff’s Aero Squadron. He and his family make their home in Woodland, California. Joel’s California Insurance License number is #0C59477 Navion Financial Advisors 400 Capitol Mall Suite 900 Sacramento, CA 95814
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Specialties and Expertise

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Cash Flow Analysis
Retirement Income
College Planning
Portfolio Construction
Business Ownership Strategies
Debt Management

Clientele

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Veterans & Active Duty Military
Government Contractors
Doctors
Healthcare Workers
Retirees
New Investors

Credentials and Designations

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Certified Financial Planner™

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Accredited Investment Fiduciary®

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Series 65 - Uniform Investment Adviser Law Exam

Job History

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Larsen Financial Strategies Group (Predecessor firm to Navion Financial Advisors)Principal2004-2008
Wachovia SecuritiesSr. VP - Investments1993-2004
Merrill LynchFinancial Consultant1990-1993
United States Marine CorpsStaff Sergeant1974-1982
Quick Facts About Joel
Years of Experience:35 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

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Retirement Planning

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Advice-Only Financial Planning

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Tax Planning

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Pricing Models

Flat Fee
Hourly Fee
AUM

Proof of License

SEC Profile
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Sacramento, CA
Joel Larsen
Financial Advisor
Principal Certified Financial Planner® at
Navion Financial Advisors
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Advisor Disclosure
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. CA Insurance License Number #0C59477.
Profile last updated: 03-04-2025