Advisors at this firm
Kayle L
CFP®, Series 63, Series 65
El Dorado Hills, CA
Larsen Wealth Management
Kayle Larsen is a CFP® with 28 years of industry experience, currently serving at Larsen Wealth Management since 2023. He previously worked at Cambridge Investment Research, Inc. for 16 years. Larsen also consults for an executive boat club operated by his wife. Larsen Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporate entities. The firm employs a long-term investment approach based on modern portfolio theory and offers discretionary portfolio management with quarterly monitoring.
Michael H
CFP®, Series 66
El Dorado Hills, CA
Larsen Wealth Management
Michael Haskins is a CFP® professional with 19 years of experience in the financial advisory industry. He is currently with Larsen Wealth Management and has previously worked at Cambridge Investment Research and its affiliated entities for 16 years. Haskins is also a licensed independent insurance agent. Larsen Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm employs a long-term investment approach based on modern portfolio theory and manages approximately $148.7 million in assets across 124 clients.
William H
CFP®
El Dorado Hills, CA
Larsen Wealth Management
William Henley is a CFP® professional with four years of industry experience. He is currently with Larsen Wealth Management and has previously worked at Cambridge Investment Research Advisors and California State University, Sacramento. He serves as Treasurer for the Christadelphian Bible Mission of Americas, a religious-based charitable organization. Larsen Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with corporate and business entity relationships. The firm utilizes a long-term investing approach grounded in modern portfolio theory, with individualized Investment Policy Statements and discretionary portfolio management.
