Alan Larsen Email & Phone Number
Co-Founder and Branch Manager and Foundation Wealth Management @ Foundation Wealth Management/Wells Fargo Advisors Finet
Alan Larsen's Location
Bakersfield, CA, US
Alan Larsen's Work
- Co-Founder and Branch Manager and Foundation Wealth Management @ Foundation Wealth Management/Wells Fargo Advisors Finet
- Branch Manager @ Wells Fargo Advisors
- Vice President Financial Advisor @ New York Fitness
- Vice President Investments @ Morgan Stanley
Alan Larsen's Education
- Loma Linda University
Bachelor's degree (History)
1964 - 1968 - University of Maryland College Park
(International Studies)
1970 - 1971 - California State University-Bakersfield
(Business Administration and Management, General)
1985 - 1986
Alan Larsen's Skills
- Wealth Accumulation Strategies
- Administrative Capabilities
- Administrative Work
- Wealth Management
- Small Business
- Investment Advisory
- Financial Services
- Finance
- Estate Investment Planning
- Retirement Planning
Alan Larsen's Summary
Alan Larsen, based in Bakersfield, CA, US, is currently a Co-Founder and Branch Manager and Foundation Wealth Management at Foundation Wealth Management/Wells Fargo Advisors Finet, bringing experience from previous roles at Wells Fargo Advisors Finet, UBS and Morgan Stanley. Alan Larsen holds a 1964 - 1968 Bachelor's degree in History @ Loma Linda University. With a robust skill set that includes Wealth Accumulation Strategies, Administrative Capabilities, Administrative Work, Wealth Management, Small Business and more, Alan Larsen contributes valuable insights to the industry. Alan Larsen has 3 emails on RocketReach.
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