Institutional

Trent Larsen, CFP®

Financial Planner

(925) 659-8028

Trent began his career in the Financial Services Industry in 2015 at an Investment firm specializing in Municipal Bonds where he helped with client services and assisted the institutional bond desk. He joined the client services team of Insight Wealth Strategies in May of 2016. His responsibilities include supporting planners in San Ramon and Houston, satisfying individual clients’ needs, as well as assisting in investment research and strategy implementation. While not in the office, Trent enjoys being outdoors, boating, fishing, camping, and spending time with friends and family.

Trent is a California State University, Chico graduate, with a degree in Economics and a minor in Business Administration. He has previously passed his Series 7, Series 66, and Life and Health Insurance licenses.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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