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Neal Larsen

Advisor Image
Neal Larsen
Financial Advisor
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Part of the Pathway Financial Group practice
Bio

I'm Neal Larsen, a financial advisor with Thrivent. I’ve been helping clients for over eight years make informed, values-based decisions about their financial futures. Whether you're preparing for retirement, protecting what matters most, or planning to give generously, I’m here to guide you with clarity and care.

I realize you may already have someone you work with—or there may not be a need right now—but I’d love to be a resource for you down the road.

About Neal Larsen

I was born and raised in Simi Valley, where I played baseball, went to church, and now have the joy of raising my own family. This community has always been home, and it’s an honor to serve individuals and families right here—and in other states like Idaho, Texas, and South Carolina.

Helping people achieve financial clarity and freedom is more than just a profession for me—it’s deeply rewarding. I strive to provide honest guidance, build strong relationships, and walk alongside my clients as they pursue what matters most.

Services

Whether you're planning ahead or navigating a major life transition, I offer a comprehensive, personalized approach to your finances. Here are a few key areas where I can help:

• Retirement Planning

Create a strategy for a confident retirement, aligned with your lifestyle and goals.

• Protection Strategies

Explore insurance solutions to protect your income, family, and future legacy.

• Charitable Giving

Incorporate giving into your plan in a meaningful, tax-efficient way—supporting the causes that matter most to you.

• Tax Planning Considerations

Coordinate with tax professionals to help optimize your plan with tax-efficient strategies.

My qualifications
  • Bachelors of Economics, California Polytechnic State University - San Luis Obispo
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • California(Insurance Lic. #4235747)
  • Idaho
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Washington
  • Wisconsin
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations