Profile

Mr. Rorik Larson, CFP®, EA, MBA

Essential Financial Strategies

Contact Details

Essential Financial Strategies
PO Box 321
Palos Heights, IL 60463
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Primary: 708.949.6194
Mobile: 708.949.6194

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Bio

Rorik Larson is a fee-only financial planner located in Palos Heights, IL serving clients throughout the Chicago area and across the country.  Essential Financial Strategies provides tax focused comprehensive wealth planning, college planning, and retirement planning, to help clients organize, protect, and grow their assets.  Essential Financial Strategies serves clients as a fiduciary.

Rorik’s passion is helping folks proactively build their financial future. Rorik struggled with money worries as he faced retirement from the Army. Not trusting the advisors available to him overseas, he set about researching and studying to make his retirement financially stress free despite having a young family. In the process, Rorik developed his excitement for helping people with similar money worries. Now he shares that passion helping families quiet their money concerns and shape their future financial independence. Rorik enjoys helping hard working, proactive young families with school aged children.

Rorik holds an MBA with a specialization in Financial Planning from California Lutheran University. He passed the Certified Financial Planner exam and is a candidate for the Certified Financial Planner (R) designation. Additionally, Rorik has been admitted to practice before the Internal Revenue Service as an Enrolled Agent. He graduated from Florida Institute of Technology with a Bachelor’s degree and has a Master’s Degree from Embry-Riddle Aeronautical University.

In addition to ACP, he is a member of the National Association of Personal Financial Advisors (NAPFA) and the National Association of  Tax Professionals (NATP).

In his spare time Rorik enjoys working out and is active in his community. He is the first to admit his most important life role is a father to his elementary aged son.

Professional Credentials/Designations

  • CFP®
  • EA
  • MBA

Serving Clients Living In

  • IL

Education-College/University

  • California Lutheran

Education-Degree/Major

  • MBA, Personal Financial Planning

Education2-College/University

  • Embry-Riddle Aeronautical University

Education2-Degree/Major

  • Master of Aeronautical Science, Aviation Operations

Custodians Used

  • TD Ameritrade

DFA Advisor

  • Yes

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes

Professional Associations

  • NAPFA
  • NATP