Rorik Larson (CFP®, EA, MBA)

Rorik Larson focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Worried about your money and your future retirement?  Folks,often in transition, with school-aged children work with me to put their financial lives in order, relieve financial stress and create a path to retirement.  Together, we look at where you are at, where you want to go, and develop a strategy to get to your destination.  

Rorik's passion is helping people tame their retirement money worries.  Rorik struggled with money worries in his early 40s as he faced retirement from the Army with a young family.  Not trusting the advisors available to him overseas, he set about researching and studying to make his retirement financially stress free. In the process Rorik developed a passion for helping people with similar retirement worries.

Today, Rorik shares his passion by helping people to tame their money worries and obtain financial independence.  He reads and studies about personal finance and money worries so his clients can focus on their own passions.  Rorik enjoys working with couples 15-25 years from retirement that want to be proactive.    He has a particular satisfaction helping families with school age children. 

Additional Information

Rorik holds an MBA with a specialization in Financial Planning.  In addition to being a CFP(R), he passed a rigorous three part exam process and is admitted to practice before the IRS as an Enrolled Agent.

In his spare time Rorik enjoys exercise and is involved in his community.  His most important life role is as father to his school aged son.

NAPFA Start Date

August 29, 2006


This Office

Serving Orland Park, IL 60467 Phone: (708) 949-6194

Other Offices

PO Box 321 Palos Heights, IL 60463-0321 Phone: (708) 949-6194