Broker Check
Zachary Larson CFP®, ChFC®, FIC

Zachary Larson CFP®, ChFC®, FIC

Founding Partner & Wealth Advisor

Specialties:

  • Retirement income planning
  • Investment management
  • Wealth transfer
  • Tax efficiency strategies
  • Charitable planning

Strengths & Skills:

  • Public speaking
  • Group presentations
  • Coaching
  • Volunteering
  • Community leadership

When Zac launched his career in the financial services industry nearly two decades ago, he wanted to take a different route than most. One that was purpose-driven rather than fear-driven. One that focused on the joy of living generously and serving others, not just selling products.

The opportunity to do just that presented itself to Zac in 2001 when he joined Thrivent. And today, as a founding partner of IntentGen Financial Partners, Zac is able to live out these values – empowering people to make intentional financial decisions so they can live with greater purpose.

Zac and his wife, Kristin, have been married since 2003 and have four boys. In his free time, Zac likes to coach his sons' basketball teams and enjoys golf, scuba diving, skiing and bike riding. 

 

"Through IntentGen Financial Partners' unique planning process, and by partnering with Thrivent, I've been able to help thousands experience the confidence that comes when they have permission to use their money based on their priorities and purpose." – Zachary Larson

 

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Licensing is available through your state insurance department’s website, which can be located through the National Association of Insurance Commissioners Website.

Zachary Larson is licensed to do business in AZ, CA, CO, DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, ND, NM, NY, OH, PA, SC, SD, TX, VA, WA, and WI. CA Life/Health Insurance License ID 0I62145, CA Securities Insurance ID 19334050, CA Variable Annuity Insurance ID 0I62145, CA Variable Universal Life Insurance ID 0I62145.