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Nathan Larsen

Nathan Larsen

Partner, WEALTH MANAGEMENT DEPARTMENT

PHONE: (801) 226-7722

EMAIL: NATHANL@SQUIRE.COM


Areas of Focus:

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Tax Compliance
  • Pension Assurance Services

Industry Specialties:

  • Non-profit Organizations
  • Mining & Energy
  • Oil & Gas
  • Insurance Agents

Profile:

  • Joined Squire & Company, PC in 2008
  • Enjoys helping clients with complex tax planning and compliance
  • Nathan is passionate about investment management and helps clients implement evidence-based investing
  • Has experience with Corporations, Partnerships, multi-state tax compliance and international tax reporting

Education and Certifications:

  • Bachelors of Science in Accounting, Utah Valley University 2008
  • Masters of Business Administrative, Utah State University 2013
  • Certified Investment Advisor Representative 2014