How I Can Help You
With nearly a decade of industry experience, Larissa is committed to serving as a mentor, guide and advocate for clients’ financial well-being. She serves as a professional partner in addressing the complexities of multigenerational wealth management, and she is well equipped to create long-term, personalized financial plans that target her clients’ deeply held goals. In addition, she provides expertise in tax planning strategies, so she can offer her clients a comprehensive and forward-thinking approach to securing their financial futures. Recognizing that members of her generation often lack financial planning skills and are unaware of tax-saving opportunities, Larissa is on a mission to bridge this knowledge gap by helping next-generation clients make better-informed decisions.
What Makes Me Knowledgeable
Larissa stays meticulously updated on ever-evolving tax laws to ensure that her clients benefit from cutting-edge tax planning strategies that might help save money and optimize their portfolios. Larissa pursued her higher education locally at Monterey Peninsula College, earning an associate’s degree with honors before going on to graduate with a B.S. from Cal State University, Monterey Bay. She currently holds FINRA Series 7 and 66 securities registrations through LPL Financial.
Getting to Know Me
Larissa enjoys mentoring students interested in pursuing careers in financial services and nurturing the next generation of professionals, and she is a member of the Monterey Chamber of Commerce. Outside the office, Larissa enjoys heated yoga and self-care practices, prioritizing her well-being because she believes it allows her to better serve her clients. Larissa’s heart belongs to her family—especially her nephews, Amaziah and Nethaniah—and she cherishes spending time with them.