Lars Larsen

Lars Larsen ChFC® President of Heritage Financial North, Private Wealth Advisor.

Since 2003, I have been committed to providing a personalized, caring approach approach to financial planning from a comprehensive and holistic perspective. My comprehensive planning areas includes wealth management, retirement & tax planning, portfolio management, legacy & long-term care planning. As a Financial Planner and Investment Advisor, I am an investment fiduciary providing objective advice, always putting my clients interest first. I was born in Denmark, and apply a blend of the best of Scandinavian and American values when it comes to my marriage to Jamie, raising my son Daniel and daughter Bella, as well as managing my business. Being raised in a highly taxed country with a social safety net, I realized early on the concerns of so many Americans regarding their retirement income. This helped shape the focus and philosophy of Heritage Financial North. ​​ Outside of the office, I enjoy hiking with the family, running, mountain biking and spent many years practicing Japanese Jujitsu where he holds a black belt. The qualities of respect, discipline and integrity have greatly influenced my life, including views on financial matters. In Jujitsu, one trains to be prepared for an opponents every move and learns to use them to one’s advantage. Same goes for our financial lives: We cannot predict the future, but we can plan so we’re prepared for the surprises life - and the economy - might present. I have completed the Chartered Financial Consultant education at the American College of Financial Services, the Certified Financial Planner education at Bryant University and hold the ChFC® designation. I also hold a Certificate in Blockchain and Digital Assets® by the Digital Assets Council of Financial Professionals and New York Institute of Finance. I holds the Series 65 “Uniform Investment Advisor Law”, a Registered Investment Advisor Representative and a Fiduciary. I am is also licensed to assist clients with insurance planning as a licensed insurance professional.