Continue
John and his team, Larsen Wealth Management, located in Scottsdale, Arizona, became an affiliate office of Crux Wealth Advisors in 2021 and a Partner in CWP – Capital Wealth Partners in January 2024. As a founder and president of his practice and CERTIFIED FINANCIAL PLANNER® (CFP®), John has a broad set of responsibilities. These range from working directly with his clients, to ensuring that the vision of his business remains on course, overseeing efficient and effective operations, and continually striving for excellence in service so that our clients reach their goals.
John’s approach to his business and working with his clients is through compassion and practical strategies. He takes unique client information and turns that into a personalized and comprehensive plan to follow and guide them through their journey.
In addition to his extensive industry experience, John’s background positions him to advise clients on complex matters. He earned his bachelor’s degree from Aarhus School of Marine and Technical Engineering in Denmark and went on to work for Maersk. John draws from his engineering background and utilizes his critical thinking skills, attention to detail, analytical talents, creativity and problem-solving abilities to help his clients attain their goals. He advanced his understanding of business and logistics when he took on his second career to work for a company that built ice cream factories before developing a passion for the financial industry and helping others with their investments.
Before joining our team, John gained critical industry experience with Raymond James, beginning in 2013. He has also served in numerous leadership positions as a financial advisor and limited partner for more than 17 years with Edward Jones. He has been an educator and taught investment classes for more than 12 years at the Maricopa Community Colleges in Scottsdale and Paradise Valley. He also volunteers to speak at local organizations on a variety of financial planning issues. John has earned the prestigious professional designations, CFP® and Accredited Investment Fiduciary (AIF®).
He earned his bachelor’s degree from Denmark’s Aarhus School of Marine Engineering in 1990. Since 2005, John has been the appointed Honorary Danish Consul of Arizona and New Mexico, an honor granted to fewer than 35 people across the United States. John was knighted by the Queen of Denmark in 2014 for his many years of service. And again in 2023, when he became Knight of 1st degree.
Originally from Denmark, John now makes his home in Scottsdale with his wife, Jilliann. They have twin sons, Gunner and Tanner, and a daughter, Rochelle. John enjoys spending time with his family, travel, sports and highly values his clients’ relationships.
John Larsen of Larsen Wealth Management was named on the 2024 Forbes Best-in-State Wealth Advisor lists.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.