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Elisabeth Larson, Financial Advisor

FINANCIAL ADVISOR
Elisabeth M Larson

CFP®, CEPA®, AAMS™
292 State Route 101 Bldg H, Ste 1, Amherst, NH 03031opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Sustainable investing
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies

About Elisabeth

As a 100% referral-based practice, we focus on providing thoughtful, long-term financial advice around exit-planning and retirement. We partner with individuals, families and business owners looking to create a consistent, comprehensive financial strategy laser focused on what is most important to each individual client.

My journey in finance started at age 13 when my dad had me open a Roth IRA to invest my summer job money. Saving for retirement was a tough sell to a 13 year old, but it started me down a path of lifelong study of the financial markets and the benefit of having a disciplined...

Work History

  • Edward JonesJanuary 2020 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Wellesley CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Hiking
  • Skiing
  • Soccer
  • Reading

Send Me a Message

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Office Information

Phone

(603) 213-6917

Fax

(877) 834-0639

Office Address

292 State Route 101 Bldg H
Ste 1
Amherst, NH 03031opens in a new window

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