Craig Larsen
CFP®, ChFC
Managing Director
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.
Specializations
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.
Specializations
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.
CERTIFIED FINANCIAL PLANNER®
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
CHARTERED FINANCIAL CONSULTANT
Chartered Financial Consultant is the "Advanced Financial Planning" designation awarded by The American College of Financial Services.
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.
CERTIFIED FINANCIAL PLANNER®
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
CHARTERED FINANCIAL CONSULTANT
Chartered Financial Consultant is the "Advanced Financial Planning" designation awarded by The American College of Financial Services.
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.