05/01/2024
Livingston county is a great place
To be a business owner. As part of LBRA - a great business referral group.. here is
One of our members! Message me if you’d like to be part of the group.
Member Spotlight: Robert Larsen, CFP
Director and Senior Private Wealth Advisor with Executive Wealth Management
Rob Larsen has been a Private Wealth Advisor at Executive
Wealth Management since 2017 and became partner of the
firm in 2022.
Rob works to put his clients' best interests first and help ease
the complexity that managing wealth can bring. He aims to
educate clients and direct them towards achieving their own
goals. Rob has built a passion for the markets, as his goal is
to help position clients and their wealth to advance and
diversify during different market cycles.
Rob was a young professional during the crisis of '08 when
he realized he wanted to pursue a career as an Investment
Advisor Representative. Working in the banking industry for
over ten years, Rob's roles in his career have included
lending, banking, bank management, and now Private Wealth
Advisor, where he feels he can help his clients the most.
Robert's Contact information:
Email at [email protected]
Contact # 822-733-7500
Web address: ewmadvisors.com
