Matthew Larson

Manager | Wealth Management

Matthew Larson
Office
Houston
Direct Dial
713.403.3380
713.403.3380
281.804.7917
Matthew.Larson@wpwealth.com
Education

B.B.A Finance – Stephen F. Austin State University

M.B.A. – Shorter University

Matthew Larson operates in our Houston office, serving as a manager in our Wealth Management group.  He holds the Series 66 License (Licensed Investment Advisor Representative).

Experience
  • WPWealth LLP – Houston Office, (2019-Present)
    • Manager Wealth Management
  • Invesco – Houston, TX (2013-2019)
    • Investment Consultant (2013-2019)

Areas of Practice Include:

  • Wealth Management
  • Investment Management Services
  • Retirement Plan Design and Consulting
  • Tax/Estate Planning
  • Financial Planning
Professional Certifications

Series 66 License- Investment Advisor Representative


 

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