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Larsen Wealth Management 

1101 Investment Blvd
Suite #115
El Dorado Hills, CA 95762
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Ph: (916) 939-6860
Fax: (916) 357-9803

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Our Team
Kayle Larsen

KAYLE LARSEN

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.

Investment Advisory Representative with Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. Registered Representative of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC

 

Mike Haskins

MICHAEL HASKINS

Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 10 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.

Investment Advisory Representative with Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. Registered Representative of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC


 

DALTON HENLEY

Dalton has been with Larsen Wealth Management since 2016. He has been learning from Kayle and Mike and loves the hands-on experience he gets in helping achieve clients' financial goals.

Before joining Larsen Wealth Management, Dalton interned with a tax preparation firm and a financial industry compliance consulting firm.

He is currently studying to become a CERTIFIED FINANCIAL PLANNER™ (CFP®).

Education: California State University, Sacramento, Bachelor of Science in Business Administration with a concentration in Financial Planning

 

To learn about our mission, click here.

Registered Representative, securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of:

 Arizona - California - Idaho - Massachusetts - Michigan - Montana - Nevada - New Jersey - Oregon - South Dakota - Texas - Utah - Washington

Investment Advisor Representative, Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. Cambridge & LWM are not affiliated.