Nathan Larsen

Area of Focus: Financial Planning, Investment Management, Retirement Planning, Tax Compliance, Social Security & Medicare

Industry Specialties: Manufacturing & Distribution, Non-profit Organizations, Mining & Energy, Oil & Gas

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
• Secretary Treasurer of the Financial Planning Association of Utah

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
• Certified Public Accountant
• Personal Financial Specialist