Alan Larsen Email & Phone Number
Co-Founder and Branch Manager and Foundation Wealth Management
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Alan Larsen Location
- Bakersfield, CA, US
Alan Larsen Work
- Co-Founder and Branch Manager and Foundation Wealth Management @ Foundation Wealth Management/Wells Fargo Advisors Finet (August 2012 - Present)
- Branch Manager @ (August 2012 - Present)
- Vice President Financial Advisor @ (November 2002 - August 2012)
- Vice President Investments @ (August 1982 - November 2002)
Alan Larsen Education
- California State University, Bakersfield
(Business Administration and Management, General)
1985-1986 - University of Maryland
(International Studies)
1970-1971 - Loma Linda University
Bachelor's degree (History)
1964-1968
Alan Larsen Skills
- Wealth Accumulation Strategies
- Administrative Capabilities
- Administrative Work
- Wealth Management
- Small Business
- Investment Advisory
- Financial Services
- Finance
- Estate Investment Planning
- Retirement Planning
- Investments
- Financial Advisory
- Mortgage Lending
- Strategic Financial Planning
- Financial Analysis
- Leadership
- Employee Benefits
- Financial Planners
- Risk Management
- Retirement
- Securities
- Series 7
- Series 63
- Public Speaking
- Mutual Funds
- Wealth Management Services
- Estate Planning
- Financial Planning
- Strategy
- Microsoft Excel
- Project Management
Alan Larsen 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. Alan Larsen brings experience from previous roles at Wells Fargo Advisors Finet, UBS and Morgan Stanley. Alan Larsen holds a 1985 - 1986 California State University, Bakersfield. With a robust skill set that includes Wealth Accumulation Strategies, Administrative Capabilities, Administrative Work, Wealth Management, Small Business and more. Alan Larsen has 1 emails and 3 mobile phone numbers on RocketReach.
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