Kim Larson

“A good investment plan is built to take care of you and your family, managing all aspects of your finances throughout your life and for future generations.”

Professional Summary

As a financial advisor with over 20 years of wealth planning experience, I’ve had the honor to help families and their businesses create legacies that will last generations.

Whether you are managing your estate, enjoying your retirement you’ve worked so hard to achieve, building a legacy or philanthropic gifting, I’m able to help you build a dynamic and forward-looking plan that incorporates investing and income planning. My goal is to provide you and your family with greater confidence.

Throughout my career my strategies and approach has empowered women with the financial confidence to protect and grow their wealth.

As a Naples resident for over 20 years, I have been honored to serve on various committees and boards of local charities including Youth Haven, The Conservancy of Southwest Florida, and Golisano Children’s Museum.

I’m a native of St. Louis and graduate of Washington University with a degree in Business. I am fortunate to call Naples my home, where I enjoy the beaches, biking, sailing and golf.