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Joseph L
CFP®
Provo, UT
Joseph M. Larsen, C.P.A., P.C.
Joseph Larsen is a Certified Financial Planner (CFP®) with 17 years of experience in the financial services industry. He has previously operated Joseph M. Larsen CPA PC, a certified public accounting practice, for 13 years, providing accounting and tax services alongside advisory work. His firm offers portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term trading and modern portfolio theory through mutual funds. The practice is notable for its integrated tax and accounting services, primarily non-discretionary asset management, and a small, closely managed client base.
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