Larry G. Olsen,  CFP<sup>&reg;</sup> - Financial Advisor

Larry G. Olsen, CFP®

Chief Investment Officer

Carbahal Olsen Financial Svcs. Grp. LLC

1107 Kennedy Pl, Ste 3
Davis, CA 95616
(530) 758-4921

General

Larry Olsen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carbahal Olsen Financial Svcs. Grp. LLC in Davis, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes

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