Levi Larsen, CFP

CFP

Levi is a Certified Financial Planner with more than a decade of experience helping individuals and families plan their finances.

Before Nino, Levi spent nearly four years as a Senior Wealth Advisor at Beacon Pointe and two years as Director, Financial Planning at Edelman Financial Engines. He began that stretch with more than five years at Charles Schwab, where he was a Vice President and Financial Consultant.

At Nino, he works on financial planning and helps shape the app’s planning tools.

He holds the Certified Financial Planner designation and studied at Brigham Young University. He is based in the San Francisco Bay Area.