Partner & Senior Financial Planner, CIMA® Kathleen Santiago is an experienced financial planner at Larson Financial Group in Denver, CO, where she leverages her CIMA® (Certified Investment Management Analyst) designation to deliver sophisticated investment strategies and comprehensive financial planning. With over a decade of experience in financial services, Kathleen has developed a deep passion for … Continued
Markets Rebound as S&P 500 Nears Full Recovery on Strong Earnings
Last week’s market saw wild swings despite minor overall changes, driven by a stronger Yen and rising interest rates.
business administrator & sr. paraplanner As Business Administrator & Sr. Paraplanner, Margaret oversees the intricacies of operations, including marketing, onboarding, event planning, and client engagement. An engaging and passionate customer service expert, she is committed to anticipating her clients’ needs and exceeding their expectations. Before joining WorkOptional in 2017, Margaret was the Marketing & Membership … Continued
Senior Financial Advisor Kyle Wort joined Larson Financial Group in 2012. He made the move to Larson Financial Group after 5 years in the financial industry, including experience at both a large financial investment company and a smaller registered investment advisor. Kyle provides knowledge of financial planning accompanied by a compassion for great client relationships. … Continued
CEO, Larson Financial Holdings & Senior Financial Advisor Paul Larson founded Larson Financial Holdings with a singular vision: to Empower All to Flourish. What began as a small advisory firm serving physicians has grown into one of the Top 50 Fastest Growing Registered Investment Advisors in the nation, ranked #21 on Financial Advisor magazine’s 2025 … Continued
Financial Advisor Noah is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with Larson Financial Group. Noah is also a Registered Representative with Larson Financial Securities and holds his Series 7, 66, and Life and Health Insurance licenses. Since joining the firm fulltime in 2013, Noah has focused on delivering comprehensive financial planning for physicians … Continued
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