Rhianna Larson
Financial Advisor at Cfg Wealth Management
Based in Portland, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Portland
Industry
Financial Services
Company size
7
Contact information
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r•••••••@cfgwealth.com
Phone
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Background
About Rhianna Larson
Rhianna joined the CFG team in July 2019 and works beside Chris and Dave as an associate advisor. Rhianna obtained her FINRA Series 7 and 66 securities registrations in 2020–2021 and her CFP® designation in 2023. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Rhianna’s areas of knowledge include retirement planning, estate planning, investment planning, insurance planning, and tax planning. Rhianna moved from Colorado to Oregon to attend Lewis and Clark College and graduated with a BA degree in Economics and a minor in Mathematics. She has always wanted a career that allowed her to work with people. Rhianna has found her niche in the investment-facing world alongside creating long-term relationships with clients. She is passionate about the finance industry and helping others utilize planning strategies as an opportunity to reach their goals. When Rhianna takes time off, she likes to travel. She has traveled all over Europe, and her favorite countries thus far are Croatia and Iceland. Rhianna also enjoys going on walks by the SW waterfront, spending time with her two Ragdoll cats, and trying new Portland brunch spots with her fraternal twin sister. Securities and advisory services offered through Commonwealth Financial Network®, member / a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: CFG Wealth Management. 10220 SW Greenburg Road Suite 250. Portland, OR 97223. P (503)
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