Larissa Cordial Email and Phone Number
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Larissa Cordial personal email
Welcome! I'm a seasoned financial expert with a rich background in corporate and startup environments, including roles at Fortune 500 companies. A breadth of roles, from CMO to CFO guide my strategic insights spanning diverse industries—from legal and tech to hospitality, dental, and finance.As Founding Partner at BridgePoint Advisors, I specialize in exit planning, guiding clients through the intricacies of transitioning out of their businesses. Our focus is on ensuring a smooth and strategic exit, addressing aspects such as valuation, succession planning, maintaining key employees, and maximizing returns. I believe in empowering business owners with a comprehensive approach that extends beyond traditional financial planning.Salt Lake based, I actively engage with clients across the country, placing a strong emphasis on education in my advisory services. With over a decade as a single mom, I understand and empathize with women's unique financial needs. Pursuing my CFP credential, I provide holistic guidance, offering niche services like college planning, estate and tax planning, alongside traditional financial and small business planning.My mission is to advocate for financial certainty, simplicity, and security. I empower clients to move beyond conventional 401k-based plans through tax-efficient strategies. Whether you're navigating exit planning or seeking personalized advisory services, let's work together to achieve your financial objectives with peace of mind.
Bridgepoint Advisors
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Founding PartnerBridgepoint Advisors Apr 2023 - PresentI lead dynamic teams focused on helping small business owners maximize their company's value through strategic exit planning, business continuity planning, key-employee retention, executive compensation structures, personalized financial advisory services, and expert business valuation with KPI comparisons.
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FounderPlan Certain Financial 2019 - PresentGreater Salt Lake City AreaPlan Certain Financial provides personalized financial education and guidance to help families fund college education, retire without running out of money, and grow generational wealth through certain, secure, and simple strategies. -
Director Of Corporate MarketingFiretoss Sep 2019 - Mar 2021Greater Salt Lake City AreaDesigned and implemented comprehensive marketing strategies across multiple marketing channels to create awareness for an award winning full service digital marketing agency. Reframed brand messaging through ROI focused case studies for web and marketing services. Increased direct traffic 52% and organic traffic 34% YOY. Conversion rate increased 81% YOY -
Co-Founder, Cfo-CmoStart Fresh Debt Relief Mar 2012 - 2018Utah And ArizonaStart Fresh Debt Relief reduced millions in debts for Utah and Arizona families and small businesses through better budgeting, reduced interest loans, and applied legal strategies. We provided personal cash flow and household balance sheet analysis and implemented practical strategies with clients to achieve financial success following the housing crisis. -
Marketing Strategist & FounderMarketing Orange 2012 - 2018Founded and operated boutique multi-channel marketing and consulting agency offering ROI focused marketing, business strategy consulting and implementation. Created scalable marketing and operations systems for dental, craft/hobby, hospitality, real estate, insurance and legal industries with 92% client retention. Provided sales & marketing advisory services, evaluating P&L statements, collaborating with owners to optimize profits through tactical sales cycle and marketing strategies. -
Finance & Marketing DirectorWatkins Restaurant Group 2008 - 2011Developed financial and accountability systems, lead company of 12 managers and 120 employees and increased profitability across 4 Japanese restaurants (Mikado & Ichiban Sushi) locations during the Recession. Position held a wide degree of latitude with comptroller, human resource, and company-wide marketing responsibilities. Implemented cross-training programs, sales/marketing optimizations and meticulously streamlined budgets. Accountable for all human resource activities, benefits decisions… Show more Developed financial and accountability systems, lead company of 12 managers and 120 employees and increased profitability across 4 Japanese restaurants (Mikado & Ichiban Sushi) locations during the Recession. Position held a wide degree of latitude with comptroller, human resource, and company-wide marketing responsibilities. Implemented cross-training programs, sales/marketing optimizations and meticulously streamlined budgets. Accountable for all human resource activities, benefits decisions and implementation, employee records, staff training/meetings, payroll and sales tax withholding and financial reporting and profitability across the company. Show less -
Strategic Planning & Marketing DirectorRuth'S Chris Steak House 2008 - 2011Salt Lake City, Utah, United StatesRuth's Chris and The Watkins Restaurant Group had mutual ownership interests which allowed me to work with both groups simultaneously. As part of the Opening Team, I developed key financial systems targeting KPI measurement and monitoring, provided monthly financial reporting and guidance, initiated HR and benefits programs, oversaw payroll for 200 employees, worked with corporate directives to implement local media and social media marketing strategies during the pre-opening phases and initial… Show more Ruth's Chris and The Watkins Restaurant Group had mutual ownership interests which allowed me to work with both groups simultaneously. As part of the Opening Team, I developed key financial systems targeting KPI measurement and monitoring, provided monthly financial reporting and guidance, initiated HR and benefits programs, oversaw payroll for 200 employees, worked with corporate directives to implement local media and social media marketing strategies during the pre-opening phases and initial years. Show less -
Banquet & Sales DirectorMarket Street Grill Utah - Gastronomy Inc. Oct 2003 - Sep 2008Salt Lake City Metropolitan Area -
Private Dining ManagerMarket Street Grill Utah Oct 2001 - Sep 2003
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Events PlannerMarket Street Grill Utah Jan 2001 - Sep 2001Greater Salt Lake City Area
Larissa Cordial Skills
Larissa Cordial Education Details
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Certified Financial Planner™ -
Houston, Texas
Frequently Asked Questions about Larissa Cordial
What company does Larissa Cordial work for?
Larissa Cordial works for Bridgepoint Advisors
What is Larissa Cordial's role at the current company?
Larissa Cordial's current role is CFP Candidate and Exit Planning Expert | Strategic Financial Advisor | Empowering Financial Futures.
What is Larissa Cordial's email address?
Larissa Cordial's email address is la****@****rick.co
What schools did Larissa Cordial attend?
Larissa Cordial attended University Of Utah - David Eccles School Of Business, Northwestern University, Duchesne Academy Of The Sacred Heart.
What skills is Larissa Cordial known for?
Larissa Cordial has skills like Sales, Social Media Marketing, Online Marketing, Marketing Strategy, Management, Marketing, Email Marketing, Online Advertising, Lead Generation, Entrepreneurship, Advertising, Strategic Planning.
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Larissa Cordial
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Larissa Cordial
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