Brad Larsen
Managing Director - Wealth & Retirement at NFP | Palm Beach Gardens, Florida, United States
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Brad Larsen currently serves as the Managing Director of Wealth & Retirement at NFP, an Aon company, where he leverages his extensive expertise in fiduciary liability, qualified retirement plans, and investment strategies to guide organizations and individuals through their complex financial landscapes. With a focus on delivering tailored solutions, Brad plays a pivotal role in developing innovative retirement plans, including 401(k) retirement savings plans and 403(b) programs, that align with the unique needs of diverse clients across various industries.
Under his leadership, NFP has embarked on key projects aimed at enhancing client engagement and optimizing retirement outcomes. These initiatives include comprehensive training programs designed to empower employers and employees alike with the knowledge necessary to navigate the intricacies of deferred compensation and pension plans. Brad’s commitment to fostering a consultative approach ensures that clients receive not only strategic advice but also ongoing support in managing their wealth and retirement challenges.
Brad's proficiency in mutual funds and investments further strengthens NFP's position as a trusted advisor in the wealth management sector. His ability to analyze market trends and regulatory changes allows him to provide clients with actionable insights that drive informed decision-making. As a thought leader in the industry, Brad is dedicated to promoting best practices in retirement planning and fiduciary responsibility, ensuring that clients are well-equipped to secure their financial futures. Through his work at NFP, he continues to make a significant impact on the lives of individuals and organizations, helping them navigate the complexities of wealth management and retirement planning with confidence.
Adjunct Lecturer at Retirement Plan University in June 2021 to Present
Managing Director - Wealth & Retirement at NFP in March 2016 to Present
Adjuct Lecturer at TPSU - The Plan Sponsor University in June 2016 to May 2021
Executive Vice President / Shareholder at ERISA Fiduciary Advisors, Inc. in April 2009 to March 2016
Board Member at House of Hope in June 2009 to August 2011
Director of Retirement Resources at RSM McGladrey in July 2006 to May 2009
Regional Pension Consultant at Nationwide Financial in January 2003 to January 2006
Regional Vice President - Retirement Plans at Pan-American Life Insurance Company in January 2001 to January 2003
Sr. Vice President at 401k Exchange in January 2000 to January 2001
VP Sales at Principal Financial Group in January 1989 to January 1999
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Guest Lecturing
Wealth Management Services
Executive Benefit Strategies
Investment Strategies
Fiduciary Services
Investment Advisory
Fiduciary Liability
Retirement Solutions
Retirement Plans
401k
Deferred Compensation
403b
457 Plans
Profit Sharing
Defined Benefit
Investments
Retirement
ERISA
Retirement Planning
Financial Advisory
Financial Services
Investment Management
Retirement Plan Consulting
Qualified Retirement Plans
Insurance
Employee Benefits
Management
Training
Mergers & Acquisitions
Mutual Funds
Strategic Financial Planning
Pensions
Asset Allocation
Financial Planning
Series 63
Series 7
401(k) Retirement Savings Plans
Pension Funds
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Discover more about NFPWhat is Brad Larsen email address?
Email Brad Larsen at [email protected] and [email protected]. This email is the most updated Brad Larsen email found in 2026.
What is Brad Larsen phone number?
Brad Larsen phone number is +15617224511.
How to contact Brad Larsen?
To contact Brad Larsen send an email to [email protected] or [email protected]. If you want to call Brad Larsen try calling on +15617224511. (updated on September 13, 2024)
What company does Brad Larsen work for?
Brad Larsen works for NFP
What is Brad Larsen's role at NFP?
Brad Larsen is Managing Director - Wealth & Retirement
What industry does Brad Larsen work in?
Brad Larsen works in the Insurance industry.
Brad Larsen Email Addresses
Brad Larsen Phone Numbers
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