Robert B. Larsen, Jr., CFP®

Robert B. Larsen, Jr., CFP®

Director | Senior Private Wealth Advisor

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.

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“We are having a very positive experience working with EWM and specifically Robert Larson. The process has been a great learning experience for my wife and I. Whenever we have any questions...Robert and company are always there. We never have to wait for a response...Customer Service is outstanding. We never used (or thought we needed) a financial advisor to manage our money for retirement planning. We were wrong. I have to say Robert is great to work with and we are so glad we made this choice to work with EWM.”

-William

Testimonial provided by a current client. No compensation was exchanged for this review or testimonial. There are no material conflicts of interest. Past performance does not guarantee future results, and every client's portfolio is different. All client experiences are unique and your experience with EWM may differ from that of these clients.

“EWM is my trusted financial advisor. I am grateful for Executive Wealth Management’s expertise and knowledge in navigating turbulent markets, as well as their steadfast guidance, which gives me confidence in my family’s financial security both now and for future generations.”

-Douglas

Testimonial provided by a current client. No compensation was exchanged for this review or testimonial. There are no material conflicts of interest. Past performance does not guarantee future results, and every client's portfolio is different. All client experiences are unique and your experience with EWM may differ from that of these clients.

“We have been with EWM and Robert Larson for a few years. We have found Robert to be responsive to our concerns/questions. We appreciate quarterly meetings with Robert to keep us informed. It has been a pleasure working with Robert and EWM.”

-Catherine

Testimonial provided by a current client. No compensation was exchanged for this review or testimonial. There are no material conflicts of interest. Past performance does not guarantee future results, and every client's portfolio is different. All client experiences are unique and your experience with EWM may differ from that of these clients.