Craig Larsen

In by Mission Wealth

Craig Larsen Mission Wealth

Craig Larsen

CFP®, ChFC®

Managing Director


Craig Larsen Mission Wealth

Craig Larsen

CFP®, ChFC®

Managing Director

“An investment in knowledge pays the best interest.”

- Benjamin Franklin

Role at Mission Wealth

Craig, Managing Director at Mission Wealth, delivers customized financial planning, risk management and tax planning solutions to high net worth clients in order to help them achieve their personal and financial goals.


Contact Information

Department:

Advisory Team, Strategy Team

Professional Background

He began his career in 1987 working on the floor of the Chicago Mercantile Exchange and Chicago Board of Trade for Cargill Investor Services. In 1995, he built upon his experience and founded AHC Advisors, Inc., with a focus on being a trusted fiduciary advisor to pension funds, individuals and business clients. AHC is now a part of the Mission Wealth family.


Craig has a Bachelors of Science in Finance from the University of Illinois in Chicago.

Credentials

Personal Pursuits

Craig has coached youth baseball and soccer and has held numerous leadership posts in his church. Starting in early 2006 he organized and led three separate week-long trips to Louisiana to help rebuild following Hurricane Katrina. He is an avid road cyclist, and enjoys taking trips to ride in the mountains of France and Italy. Craig enjoys spending time with his family as well as making wine and learning to play guitar in his free time.


Professionally, Craig is a past President of the Financial Planning Association (FPA) of Illinois. The FPA of Illinois is the largest Financial Planning Association chapter in the country with nearly 1000 members. Craig is a CFP® Professional and a Chartered Financial Consultant. Craig is member of the Financial Planning Association. This organization advocates helping investors by requiring that anyone that holds themselves out as a financial planner is held to a Fiduciary standard. In fact, both the FPA and CFP Board have long advocated that financial planners should be held to a fiduciary standard at all times.

Craig has served as Chairman of the St. Charles Chamber of Commerce and is a former member of the board of directors for TriCity Family Services. He also has served as the chairperson for the St. Charles Holiday Homecoming and St. Patrick’s Day parades.

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