Craig Larsen

CFP®, ChFC
Managing Director

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Craig Larsen

CFP®, ChFC
Managing Director

“An investment in knowledge pays the best interest.” – Benjamin Franklin

Role at Mission Wealth

Craig 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. He is also a Managing Director at Mission Wealth.

Contact Information

Office Location: Chicago, IL; St. Charles, IL; Rosemont, IL; Des Moines, IA
Email: clarsen@nullmissionwealth.com
Direct Line: (630) 762-8185

Role at Mission Wealth

Craig 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. He is also a Managing Director at Mission Wealth.

Contact Information

Office Location: Chicago, IL; St. Charles, IL; Rosemont, IL; Des Moines, IA
Email: clarsen@nullmissionwealth.com
Direct Line: (630) 762-8185

Education

Craig graduated from the University of Illinois in Chicago with a BS in Finance. 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.

Education

Craig graduated from the University of Illinois in Chicago with a BS in Finance. 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.

Community Involvement

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 calls 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.

Personal Pursuits

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. Craig serves as the chairperson for the St. Charles Holiday Homecoming and St. Patrick’s Day parades.

He has also coached youth baseball and soccer and has held numerous leadership posts in his church. Starting in early 2006 he organized and led several week-long trips to Louisiana to help rebuild following Hurricane Katrina. Craig enjoys spending time with his family, road cycling, as well as making wine and learning to play guitar in his free time.

Community Involvement

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 National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association. Both of these organizations advocate helping investors by requiring that anyone that calls themselves out as a financial planner is held to a Fiduciary standard. In fact, both the FPA and NAPFA, along with the CFP Board have long advocated that financial planners should be held to a fiduciary standard at all times.

Personal Pursuits

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. Craig serves as the chairperson for the St. Charles Holiday Homecoming and St. Patrick’s Day parades.

He has also coached youth baseball and soccer and has held numerous leadership posts in his church. Starting in early 2006 he organized and led several week-long trips to Louisiana to help rebuild following Hurricane Katrina. Craig enjoys spending time with his family, road cycling, as well as making wine and learning to play guitar in his free time.

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