Kathryn Larson

CFP®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
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Background and qualification information is available at FINRA's BrokerCheck website.

Multigenerational approach

Leaving a legacy is within reach through my holistic approach to multigenerational financial planning. I collaborate with clients and their families to offer strategies to help build and sustain wealth and ensure a healthy financial situation that can last for generations to come.

From the beginning, I establish what our client’s family’s value; values that are not just from a financial or business success standpoint, but also the ways in which they desire to contribute to their communities – through charitable contributions or otherwise. These values become essential to creating a comprehensive family wealth financial plan. Collaboration is key, so I thoughtfully bring everyone to the table to make sure all goals and objectives of the family can be met.

Proactively taking the steps now to create a family wealth financial plan can allow my clients to become active stewards of their wealth while enjoying life now and in the future. 

My videos

3 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Tomorrow’s success starts with today’s planning

Don’t get distracted by short-term uncertainty. Stay on track for the long term with advice from a personal financial advisor who understands you as well as they understand today’s markets. (0:15)