Larissa Cordial

Larissa, a seasoned financial expert, leverages diverse corporate and startup experience, including roles at Fortune 500 companies. As a former CFO and current partner in an exit strategy firm, Larissa brings a wealth of financial acumen beyond the Fortune 500 realm. Her strategic insights span industries, from legal and tech to hospitality, dental, and finance. Actively engaging with clients in person and virtually from offices in Salt Lake and Houston, she focuses on client education as central to her advisory services.

With over a decade as a single mom, she empathizes with women's unique financial needs, guiding clients holistically as she pursues her CFP credential. As such advisory services include niche services like college planning and funding, estate and tax planning as well as traditional financial and small business planning.

Advocating for financial certainty, simplicity and security before pursuing Wall Street risk, Larissa empowers clients to secure their financial future confidently. She firmly believes that the conventional 401k-based plans fall short as a financial foundation, given their susceptibility to market fluctuations, strict accessibility limitations, taxation constraints, and contribution limits. Her mission is clear: mitigating financial risks and offering stability through tax-efficient strategies, ensuring clients achieve their financial objectives with peace of mind.

Beyond financial expertise, Larissa enjoys hiking or snow showing with her chocolate lab and perfecting the art of the 3-putt.