Steve Larsen, CPA, CFP®, is the Founder of Defi Steward, where he helps Investment Advisers safely manage digital assets for their clients. He is also the Co-Founder of PlannerDAO, a decentralized community of financial advisors, and the Certified Digital Asset Advisor (CDAA) designation. Previously, Steve built a $250m Registered Investment Adviser in the Pacific Northwest, serving as President and Chief Compliance Officer. In 2022, he merged his continuing education company for accountants with Interaxis to create the only full-service digital assets education platform for financial advisors and accountants.
Steve Larsen
Partner, Founder
Columbia Advisory Partners
United States, Washington, Spokane
About Me
Profile Information
Partner, Founder
Columbia Advisory Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Spokane
Washington
United States
Aug 6, 2024
Work Experience
Columbia Advisory Partners
Partner, Founder Jan 2004 - Present
Email: steve@capnorthwest.com
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