Larz Macfarlane
Wealth Advisor, Director of Sales at Carson Wealth | Salt Lake City Metropolitan Area
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Larz Macfarlane currently serves as a Wealth Advisor and the Director of Sales at Carson Wealth, where he leverages his extensive expertise to deliver personalized financial strategies that empower clients to achieve their financial goals. In his role, Larz is responsible for guiding high-net-worth individuals through complex wealth management processes, including investment planning, estate strategies, and retirement solutions. His deep understanding of personal finance, combined with his passion for service, allows him to build meaningful relationships rooted in trust and transparency.
As Director of Sales, Larz has successfully overseen and trained a dynamic five-member advisory team, fostering a collaborative environment focused on delivering exceptional client service. His leadership emphasizes the importance of comprehensive financial planning, integrating skills such as project management, business valuation, and budgeting to optimize client outcomes. Larz’s expertise in independent financial advice and debt management ensures that clients receive tailored solutions that align with their unique financial situations.
Larz’s commitment to continuous learning and problem-solving has been instrumental in developing innovative strategies that enhance the firm’s growth and client satisfaction. His proficiency with tools like Microsoft Excel supports detailed financial analysis and data-driven decision-making. Driven by a passion to elevate both the self-worth and net worth of his clients, Larz Macfarlane remains dedicated to empowering individuals through education, strategic planning, and personalized financial guidance—making him a trusted advisor in the wealth management industry.
Wealth Advisor, Director of Sales at Carson Wealth in December 2024 to Present
Financial Consultant at Fidelity Investments in October 2023 to October 2024
Investment Solutions Representative at Fidelity Investments in August 2022 to October 2023
High Net Worth Representative at Fidelity Investments in June 2022 to August 2022
Customer Relationship Advocate at Fidelity Investments in August 2021 to June 2022
Returning Intern at Financial Planning Association (FPA) in June 2021 to August 2021
Head of Customer Experience at Jixiti in August 2020 to August 2021
Financial Advisor at DM Wealth Advocates in November 2019 to August 2021
Financial Planning Consultant at Larzmac LLC in March 2016 to August 2021
Summer Intern at Financial Planning Association (FPA) in June 2020 to August 2020
Accounting Specialist at Provo City School District in June 2015 to January 2019
Business Controller at Harward Real Estate in May 2016 to November 2016
Customer Relationship Manager at Credit Corp Solutions in November 2014 to June 2015
Economics Tutor at Brigham Young University-Idaho in January 2010 to December 2012
Customer and Merchandise Lead at Sears Holdings Corporation in June 2007 to January 2008
Central Cashier at Sears in October 2002 to March 2005
Catering Apprentice at Apple Spice Junction in August 2002 to October 2002
Paper Boy at The Daily Herald in March 1996 to August 1998
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Boston University, Certificate, July 2026
Brigham Young University - Idaho, BS, July 2026
Utah State University, July 2026
The American College of Financial Services, Masters of Science, July 2026
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Catering
Distribution Logistics
Food Preparation
Newspapers
Distribution
Tutoring
Teaching
Cold Calling
Accounting
Bookkeeping
Real Estate
Independent Financial Advice
Public Sector Accounting
Internal Audits
Nonprofit Organizations
Financial Consulting
Project Management
Presentation Skills
SQL
Trading
Cashiering
Sales
Business Valuation
Business Process Improvement
Business Strategy
Exit Strategies
Financial Analysis
Philanthropic Planning
Financial Planing
Insurance
Financial Planning
Consulting
Wealth Management
Financial Advisory
Retirement Planning
Risk Assessment
Estate Planning
Investments
Budgeting
Economics
Risk Management
Microsoft Excel
Customer Service
Leadership
Training & Development
Personal Tax Planning
Debt Management
Personal Coaching
MoneyGuidePro
Danish
eMoney
Savings
Saving for Education
Student Financial Aid
Wealth Preservation
Employee Benefit
Employee Benefit Planning
Insurance Planning
Financial Services
Problem Solving
Interpersonal Skills
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Discover more about Carson WealthWhat is Larz Macfarlane email address?
Email Larz Macfarlane at [email protected], [email protected] and [email protected]. This email is the most updated Larz Macfarlane's email found in 2026.
What is Larz Macfarlane phone number?
Larz Macfarlane phone number is 9852779622.
How to contact Larz Macfarlane?
To contact Larz Macfarlane send an email to [email protected], [email protected] or [email protected]. If you want to call Larz Macfarlane try calling on 9852779622. (updated on May 08, 2025)
What company does Larz Macfarlane work for?
Larz Macfarlane works for Carson Wealth
What is Larz Macfarlane's role at Carson Wealth?
Larz Macfarlane is Wealth Advisor, Director of Sales
What industry does Larz Macfarlane work in?
Larz Macfarlane works in the Financial Services industry.
Larz Macfarlane Email Addresses
Larz Macfarlane Phone Numbers
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