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Lori L
PFS™
Box Elder, SD
Cetera Planning Partners
Lori Larson is a financial advisor at Cetera Planning Partners with the PFS™ designation and two years of industry experience. She has previously worked at Avantax Planning Partners, Inc. and has been with Casey Peterson, Ltd., a full-service CPA firm, for 20 years where she provides tax advice, oversees staff, and handles tax planning and consultations. Larson serves as a board member of the West River Estate and Financial Planning Council, coordinating continuing professional education speakers for the local estate planning community. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate planning services with a diversified investment approach tailored to client objectives and risk tolerance.
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