Steve Larsen
SL

Steve Larsen

Linkedin Profile
Adjunct Professor Of Finance at Gonzaga University - School of Business Administration | Spokane, Washington, United States
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About Steve Larsen

  • Steve Larsen, CPA, CFP®, is a visionary leader in the financial advisory space, currently serving as the Founder of Columbia Advisory Partners, LLC. With a robust background in financial planning and investment management, Steve has dedicated his career to empowering investment advisers to navigate the...
    Steve Larsen, CPA, CFP®, is a visionary leader in the financial advisory space, currently serving as the Founder of Columbia Advisory Partners, LLC. With a robust background in financial planning and investment management, Steve has dedicated his career to empowering investment advisers to navigate the complexities of digital asset management. At Columbia Advisory Partners, he spearheads innovative strategies that enable financial professionals to safely incorporate digital assets into their clients' portfolios, ensuring compliance and risk mitigation in this rapidly evolving landscape. In addition to his role at Columbia Advisory Partners, Steve is the Founder of Defi Steward, where he focuses on educating and equipping investment advisers with the tools necessary to manage digital assets effectively. His commitment to advancing the financial advisory profession is further exemplified by his co-founding of PlannerDAO, a decentralized community that fosters collaboration and knowledge-sharing among financial advisors. Through PlannerDAO, Steve champions the integration of technology and decentralized finance (DeFi) into traditional financial planning practices. Steve's expertise extends beyond digital assets; he has a proven track record in portfolio management, wealth management, and retirement planning. His experience includes building a $250 million Registered Investment Advisory firm, where he honed his skills in asset management and client relationship development. As a Certified Financial Planner and a holder of the Certified Digital Asset Advisor (CDAA) designation, Steve is uniquely positioned to guide clients through the intricacies of modern investment strategies, ensuring they are well-prepared for the future of finance. His passion for innovation and dedication to client success make him a leading figure in the financial advisory industry.
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  • Steve Larsen Work

    • Adjunct Professor Of Finance at Gonzaga University - School of Business Administration in January 2020 to Present
    • Principal at AET Investment Services in April 2024 to Present
    • President at Columbia Advisory Partners, LLC in January 2004 to Present
  • Steve Larsen Skills

    • Digital Asset ManagementPortfolio ManagementWealth Management
      Retirement PlanningAsset ManagementCertified Financial PlannerCPA

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  • About Steve Larsen's Current Company

  • Frequently Asked Questions about Steve Larsen

    • What is Steve Larsen email address?
      Email Steve Larsen at m***o@aol.com and s***e@capnorthwest.com. This email is the most updated Steve Larsen email found in 2025.
    • What is Steve Larsen phone number?
      Steve Larsen phone number is +15092301519.
    • How to contact Steve Larsen?
      To contact Steve Larsen send an email to m***o@aol.com or s***e@capnorthwest.com. If you want to call Steve Larsen try calling on +15092301519. (updated on October 23, 2024)
    • What company does Steve Larsen work for?
      Steve Larsen works for Gonzaga University - School of Business Administration
    • What is Steve Larsen's role at Gonzaga University - School of Business Administration?
      Steve Larsen is Adjunct Professor Of Finance
    • What industry does Steve Larsen work in?
      Steve Larsen works in the Software Development industry.

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