KAYLE LARSEN, CFP®
Assisting individuals in their financial and investment decisions since 1989, Kayle began his professional career in the banking industry at Patelco Credit Union. As manager of the Walnut Creek, California branch he was instrumental in ensuring that customers' financial needs were met and that they received the very best in customer service.
Moving to Barclays Global Investors in 1995, Kayle began working for one of the world's largest institutional investors. Working closely with portfolio management, Kayle would measure and monitor the corporate clients' international equity portfolios.
Seeking the opportunity to get back to doing what he enjoyed most, helping individuals and families achieve greater financial success, Kayle accepted the invitation to join Dean Witter (which later merged with Morgan Stanley) in March of 1997. He could again develop the long-term personal relationships as in banking but now with an expanded universe of excellent investment products and services.
After ten years with Morgan Stanley, Kayle determined that in order to best serve his clients he could no longer put off taking the step towards independence and in August 2007 created his own firm. Founded on the principles of trust, integrity, and service, this new firm would foster the objective environment needed to truly be aligned with clients and their own individual interests.
Education: California State University, Hayward, Bachelor of Science in Business Administration with a concentration in Finance
He has also successfully completed various courses in financial planning offered through the University of California at Berkeley and is a CERTIFIED FINANCIAL PLANNER™ practitioner
FINRA Registrations: 7, 24, 63, 65, 99
CA Insurance: 0C18927
Check out the background of firms and investment professionals on FINRA's Brokercheck
 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Financial Planning and Investment Advisory Services are offered through LWM Advisors, Inc., a Registered Investment Advisor.
MICHAEL HASKINS, CFP®
Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 15 years of financial advisory and investment management experience. Following his time at Morgan Stanley as a financial advisor, Mike helped establish Larsen Wealth Management (LWM) in 2007. As an independent privately owned firm, LWM allows him to best serve client’s needs while helping them to achieve financial success.
Clients are guided on their most appropriate investment course only after Mike has learned of their unique financial situation and determined what is most important to them. This includes implementing a financial plan to help prepare for and eventually achieve true financial independence.
If already retired and / or financially independent, his focus is to create and implement a strategy designed to manage wealth as wisely and efficiently as possible.
Education: California State University, Sacramento, Bachelor of Science in Business Administration with a concentration in Finance
FINRA Registrations: 7, 66
CA Insurance: 0F36067
Check out the background of firms and investment professionals on FINRA's Brokercheck
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Financial Planning and Investment Advisory Services are offered through LWM Advisors, Inc., a Registered Investment Advisor.
DALTON HENLEY, CFP®
Education: California State University, Sacramento, Bachelor of Science in Business Administration with a concentration in Financial Planning
Check out the background of firms and investment professionals on FINRA's Brokercheck
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Financial Planning and Investment Advisory Services are offered through LWM Advisors, Inc., a Registered Investment Advisor.
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