Lars Landrie

Lars Landrie, CFP®, AIFA®

Lars Landrie, CFP®, AIFA®

Principal


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Lars has been helping closely held business owners and high net worth individuals develop their financial plans, manage their assets and achieve their investment goals since 1993. As a principal with Moss Adams Wealth Advisors, he also provides investment consulting on ERISA plans and provides insurance analysis for his clients.

Lars leads the Personal Financial Planning technical discipline group at the firm level, which sets the policy and procedures for personal financial planning.

 

COMMUNITY AND PROFESSIONAL ACCOMPLISHMENTS

  • Lead, Moss Adams Wealth Advisors’ Personal Financial Planning Technical discipline group

PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS

  • CFP® practitioner; CERTIFIED FINANCIAL PLANNER TM

  • AIFA, Accredited Investment Fiduciary Analyst

  • Member, National Financial Planning Association

  • Member, FPA of Puget Sound

  • FINRA/NASAA, Series 6, 7, 63 and 65 licensed

  • Life Insurance licensed

EDUCATION

  • Bachelor of Science, Finance, Central Washington University

  • Graduate, College for Financial Planning