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.