A complete list of active advisors currently associated with Larrea Wealth Management

Warmer can help you find a great advisor at Larrea Wealth Management or one who fits your needs even better.

Larrea Wealth Management is a state‑registered advisory firm that provides financial planning and investment advice to individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, charitable institutions, and small businesses. The firm also operates a membership website for 401(k) plan participants that delivers structured retirement‑planning guidance and tiered content access. The firm prepares written financial plans, conducts periodic portfolio reviews (annually or quarterly for retainer clients), and advises on asset allocation and related planning issues, while clients retain responsibility for implementing recommendations. Larrea Wealth does not take custody of client assets or exercise investment discretion; the brochure notes that implementation may occur through separate brokerage or insurance channels and that client account statements come from the executing firms. The brochure discloses that the firm’s principal also acts as a registered representative with a broker‑dealer, an investment adviser representative with an affiliated adviser, and a licensed insurance agent—roles that the firm describes as occupying substantial portions of the principal’s time and that create potential conflicts of interest. The firm also reports a prior regulatory consent relating to an insurance matter, a disciplinary disclosure that is uncommon among solo independent advisers.

To learn more about the advisors currently working at Larrea Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.