Eli Larson

Focus Areas

Tax Strategies

Retirement Planning

Insurance Planning

College Savings Plans

Estate Planning

About the Financial Advisor

Eli has a family team business that manages a broad range of financial issues for a select group of clients, and their children, grandchildren, and extended families. They specialize in tax strategies and retirement planning. 

They manage their clients’ investments, and help them with their life, disability, health, and long-term care insurance, college savings plans, and estate planning. 

They work with clients living in many areas of the United States, but especially in Minnesota, Arizona, and Florida. 

Education and Designations

• University of St. Thomas, Bachelor’s Degree, Business Administration with emphasis in Business Management
• University of Minnesota-Twin Cities, General Business 

Personal Life

In her free time, Eli enjoys music, dancing, motorcycling, DIY projects and participates in many weightlifting sport activities.