President And Founder
CurrentComprehensive Financial PlansWealth Management/Investment PlanningRetirement Plans for small businessesAdvanced training in helping people in transitionBusiness Administration
Sep 2014 - Present
AeroLeads people directory · profile
Janet L. Larsen, Cfp® Email & Phone Number
Taking steps toward a better future by looking back at the path that brought you to where you are now and mapping a way to your dreams.
at
STEP Financial
1 work email found
@stepfinancial.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Taking steps toward a better future by looking back at the path that brought you to where you are now and mapping a way to your dreams.
Location
Orange County, California, United States
Company size
Who is Janet L. Larsen, Cfp®? Overview
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Quick answer
Janet L. Larsen, Cfp® is listed as Taking steps toward a better future by looking back at the path that brought you to where you are now and mapping a way to your dreams. at STEP Financial, a company with 2 employees, based in Orange County, California, United States. AeroLeads shows a work email signal at stepfinancial.com and a matched LinkedIn profile for Janet L. Larsen, Cfp®.
Janet L. Larsen, Cfp® previously worked as President and Founder at Step Financial and Chairman Of The Board at Financial Planning Association Of California. Janet L. Larsen, Cfp® holds Pfp, Financial Planning from Ucla.
Company email context
Email format at STEP Financial
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*@stepfinancial.com
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AeroLeads found 1 current-domain work email signal for Janet L. Larsen, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Janet L. Larsen, Cfp®
Three Easy StepsSTEP 1: Schedule a time to meet. Call 562-3384-7837 or go to www.STEPfinancial.com.STEP 2: Participate in a FREE 30 minute meeting to see how we can help you.STEP 3: Our standard protocol is to meet monthly for a year. At these meetings, we review every facet of your finances and discuss ways to improve. Every decision is based on your goals for the future.STEP 4: Optional: We offer ongoing protection from external threats through a variety of security protocols. Using Behavioral Science, Technology and Education, we build layers of Protection around you and your family, your financial accounts and your personal information.There is no judgement about past decisions. We believe that you made the best choices you could with the information you had and the situation you were in. All of us at STEP Financial will assist you with kindness and patience.We provide Goal-based Comprehensive Financial Planning and Wealth Management. We are a fee-only Registered Investment Advisor and always put your best-interests first. We utilize technical and behavioral research to help our clients make effective changes in their financial strategies.We strive to make each of our meetings educational, empowering and enjoyable. You can contact us at www.stepfinancial.com.We receive a fee for our advice and expertise, never accepting commissions for selling products.
Listed skills include Financial Planning, Investments, Wealth Management, Financial Advisory, and 5 others.
Current workplace
Janet L. Larsen, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Step Financial
5 roles
Janet L. Larsen, Cfp® work experience
A career timeline built from the work history available for this profile.
Chairman Of The Board
Current
Financial Planning Association Of California
Jan 2021 - Present
Executive Committee Member
Financial Planning Association Of California
Jan 2017 - Jan 2021
Advocate For The Cfp Board Women'S Initiative (Win)
CurrentI have helped two minority women receive the CFP(r) certification and am mentoring a third who is on track to earn her CFP. We meet on a regular basis to discuss questions she might have, encourage her efforts and cheer her successes.
Jan 2016 - Present
Financial Specialist
Financial Services Firm
Client Financial Reviews and AnalysisCompliance OfficerAdministered Investment Accounts
Jul 2005 - Aug 2014
4 education records
Janet L. Larsen, Cfp® education
Pfp, Financial Planning
Accredited Portfolio Management Advisor, Portfolio Construction And Analysis
Certified Financial Transitionist
Sudden Money Institute
Ba, Communications
FAQ
Frequently asked questions about Janet L. Larsen, Cfp®
Quick answers generated from the profile data available on this page.
What company does Janet L. Larsen, Cfp® work for?
Janet L. Larsen, Cfp® works for STEP Financial.
What is Janet L. Larsen, Cfp®'s role at STEP Financial?
Janet L. Larsen, Cfp® is listed as Taking steps toward a better future by looking back at the path that brought you to where you are now and mapping a way to your dreams. at STEP Financial.
What is Janet L. Larsen, Cfp®'s email address?
AeroLeads has found 1 work email signal at @stepfinancial.com for Janet L. Larsen, Cfp® at STEP Financial.
Where is Janet L. Larsen, Cfp® based?
Janet L. Larsen, Cfp® is based in Orange County, California, United States while working with STEP Financial.
What companies has Janet L. Larsen, Cfp® worked for?
Janet L. Larsen, Cfp® has worked for Step Financial, Financial Planning Association Of California, Cfp Board, and Financial Services Firm.
Who are Janet L. Larsen, Cfp®'s colleagues at STEP Financial?
Janet L. Larsen, Cfp®'s colleagues at STEP Financial include Hal Larsen.
How can I contact Janet L. Larsen, Cfp®?
You can use AeroLeads to view verified contact signals for Janet L. Larsen, Cfp® at STEP Financial, including work email, phone, and LinkedIn data when available.
What schools did Janet L. Larsen, Cfp® attend?
Janet L. Larsen, Cfp® holds Pfp, Financial Planning from Ucla.
What skills is Janet L. Larsen, Cfp® known for?
Janet L. Larsen, Cfp® is listed with skills including Financial Planning, Investments, Wealth Management, Financial Advisory, Public Speaking, Analysis, Finance, and Leadership.
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