Trent Larsen has been serving clients in the financial services industry since 2015. As a CERTIFIED FINANCIAL PLANNER® professional, he is passionate about helping individuals, families, and business owners achieve long-term financial success. With a planning-forward approach, Trent develops personalized investment strategies that align with each individual’s goals and needs. He has extensive and wide-ranging experience in helping employees and executives from top Bay Area companies such as Chevron, PG&E, Lawrence Livermore Lab, Amazon, Apple, Kaiser, and more. Acting as a fiduciary, Trent specializes in comprehensive financial planning, providing his clients with clarity, confidence, and peace of mind as they work toward their goals. 

Trent holds a B.A. in Economics with a minor in Business Administration from California State University, Chico. He lives in Walnut Creek, California, and enjoys spending time with family and friends, as well as boating, hiking, traveling, and playing softball.