Our Qualifications

We have been working with individuals and businesses in North Santa Barbara County since 1986.

Each of our agents has extensive personal and professional experience.

Brent Larsen holds a Bachelor of Science from the University of La Verne. He also holds the professional designations of Certified Financial Planner and Enrolled Agent (tax professional), and is a qualified representative that is licensed to sell a variety of investment and insurance products. He has more than twenty eight years of tax experience and twenty four years of wealth and investment management expertise.

Adam Larsen holds a Masters of Business Administration from the University of La Verne, and is a qualified representative that is licensed to sell a variety of investment products. He has over ten years of business accounting and tax preparation experience that can benefit those who are just starting up a new business or provide direction to established business clients. He also has over four years of investment management expertise.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

Investment and financial planning services are offered by Brent Larsen and Adam Larsen through their affiliation with HD Vest