Erik Larsen, CFP^®
Vice President – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help with your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Erik Larsen

Erik Larson, CERTIFIED FINANCIAL PLANNER™ (CFP^®) Professional, is a Senior Wealth Advisor at Citi Personal Wealth Management and brings more than fifteen years of experience in dedicated wealth advisory experience to his clients. Throughout his career, Erik has focused on helping clients navigate complex financial landscapes by developing actionable, personalized financial plans structured around their unique long-term objectives.

Erik’s practice encompasses holistic financial planning, retirement transition planning, active portfolio management, estate legacy coordination, and wealth protection through strategic insurance solutions by working with clients' tax and legal advisors. He specializes in managing group retirement plans and providing dedicated investment management services for non-profit and tax-exempt organizations.

Prior to this, Erik served as a Financial Advisor at Cetera Investment Services at Columbia Bank. His financial services career also includes five years with UNIFI Companies, preceded by formative industry experience with Mutual of Omaha.

Erik holds a B.S. in Business/Financial Planning from Liberty University, Series 7, 63, and 66 securities licenses, and Life, Accident & Health insurance licenses.

Outside of his professional practice, Erik is an avid cook and sports enthusiast. He lives with his wife, their daughter, and their family dog.