725 Primera Blvd Suite 110
Lake Mary, FL 32746
Shane E. Larson is an accomplished professional with over ten years of experience in our complex and continuously changing financial industry. He is passionate about building long-term relationships with his clients, helping them to attain their financial goals and objectives.
Shane holds a Bachelor's Degree with a major study in Finance and Risk Management. In addition, Shane is also a CERTIFIED FINANCIAL PLANNER™ certificate and has earned his Charter Financial Consultant designation. Currently, Shane has his Series 6, 7, 63, 65, Variable Annuity, Life and Health licenses, and is licensed in Property and Casualty. Additionally, Shane is an Investment Advisor Representative.
Having worked in financial services since 2006, Shane has had the opportunity to witness many changes. One of his greatest pleasures is sharing those experiences with the attendees of his Financial Strategies for Successful Retirement (FSSR) classes. Shane has had the pleasure of teaching FSSR in Orange, Polk, Volusia, Flagler, St. Johns, and the University of Central Florida adult continuing education programs. Other locations of instruction have included NASA, Patrick Air Force Base, and a number of other corporate sites via employee assistance programs.
Shane has lived in Sanford Florida for over 30 years and enjoys sharing it with his wife, Danielle. He is also a dedicated parishioner at All Souls Catholic Church, and enjoys playing softball and running.
Shane and his team hold themselves to the highest standards of integrity and ethics. His goal is to provide you with the knowledge to make informed decisions about issues that affect your financial well-being, so you can achieve financial freedom.
Florida State University (2002-2006)
- Insurance Strategies
- Business Owners
- Investment Strategies
- Retirement Strategies
- College Funding Strategies
- Risk Management Strategies
- Financial Education
- Retirement Income Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Shane’s Licenses and Disclosures