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Nathan Larsen
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
| Our people |
Julie Anderson
Investment Advisor Representative, Affiliate Squire Wealth Advisors Manager, Wealth Management department, Tax department
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Wayne Barben
Investment Advisor Representative, Affiliate Squire Wealth Advisors Partner, Wealth Management department, Tax department
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Drew Bigler
Manager, Wealth Management department, Tax department
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Tim Christensen
Partner and Investment Advisor Representative, Affiliate Squire Wealth Advisors Partner, Wealth Management department, Tax department
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K. Tim Larsen
Partner, Technology & Business Advisory department, Wealth Management department
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Nathan Larsen
Supervisor, Wealth Management department, Tax department
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Teresa Staker
Administrative Assistant, Wealth Management department, Administrative department
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