Trevor Larsen
About Trevor Larsen
Trevor Larsen is a Financial Services Representative at Primerica in Logan, Utah, specializing in customized financial plans and coaching for middle America, particularly young families. He is a certified financial coach through Ramsey Solutions and has worked with small businesses to establish employee benefits since 2020.
Work at Primerica
Trevor Larsen has been employed at Primerica as a Financial Services Representative since 2020. In this role, he operates out of Logan, Utah, where he focuses on providing financial services tailored to the needs of his clients. His responsibilities include creating customized financial plans and offering coaching that extends beyond traditional insurance and investment products. He aims to support clients in achieving financial independence.
Education and Expertise
Trevor Larsen studied at Utah State University, where he earned an Associate's degree from 2017 to 2020. In addition to his formal education, he is a certified financial coach through Ramsey Solutions. This certification equips him to address a variety of financial situations, including managing creditors, navigating bankruptcy, and handling foreclosure. His educational background and certification enhance his ability to provide effective financial coaching.
Background
Trevor Larsen has a background focused on financial services, particularly aimed at helping middle America. He specializes in assisting young families in achieving financial independence. His work includes providing resources and coaching that address individual financial needs, ensuring that clients receive comprehensive support tailored to their circumstances.
Client Focus and Services
Trevor Larsen specializes in creating customized and confidential financial plans for his clients. His approach includes providing complimentary services that address a wide array of financial situations. He also works with small businesses that have fewer than 100 employees, helping them set up employee benefits and facilitating business growth. This dual focus on individual clients and small businesses reflects his commitment to enhancing financial well-being in his community.