Steve Larsen Email & Phone Number

Steve Larsen, CPA, CFP, is a seasoned finance professional with decades of experience in financial planning, investment management, and business leadership. As the founder of Columbia Advisory Partners, he manages $300 million in assets and served as President, Chief Compliance Officer, Lead Financial Planner, and Chief Investment Officer. Steve’s ability to grow firms while ensuring full compliance has made him a trusted leader in the industry. He currently serves as the CEO of AET Investment Services, where he drives revenue growth and operational efficiency in the firm’s broker/dealer operations.Steve has a long history of entrepreneurship. He founded CPE World, Inc., a successful provider of Continuing Professional Education for CPAs and CFPs, and offered CEO Coaching, where he mentored startups, helping them scale from seed funding to Series A. His expertise spans from financial strategy to hands-on operational management, and he has guided numerous businesses through significant growth phases.Steve’s dedication to education and community service is evident through his role as an adjunct professor at Gonzaga University, where he teaches finance courses, and his service as a FINRA arbitrator, resolving high-stakes financial disputes. He also spent five years as a reserve police officer with the Spokane Police Department. Steve holds a Master of Accountancy from Gonzaga University and a BA in Management Information Systems from Eastern Washington University.

Listed skills include Portfolio Management, Wealth Management, Retirement Planning, Asset Management, and 6 others.