About Andrew Larsen - The Wealth Wizard
Andrew Larsen
Co-Founder & Lead Instructor, The Wealth Wizard
Andrew Larsen is a financial educator, entrepreneur, and former investment advisor with over a decade of experience helping individuals and families build long-term wealth strategies.
By bringing real-world financial expertise into the classroom, Andrew simplifies complex markets into practical habits designed for the next generation.
$50M+
Assets Managed
10+ Yrs
Industry Experience
Fortune 500
Background
Professional Excellence
Andrew began his career at a Fortune 500 company, building personalized financial strategies for high-net-worth individuals and multi-million dollar business owners. This firsthand experience revealed exactly how wealth is built, managed, and sustained over generations.
Recognized with multiple awards for high-level performance, he successfully built his own multi-million dollar business from the ground up—proving that financial success is a result of discipline, leadership, and expertise.
Industry Credentials
Andrew’s background is rooted in rigorous financial qualifications:
Investment Mastery
Series 7 & 66 Licensed: Deep training in securities, investment markets, and ethical investment advisory.
Protection Strategy
Insurance Licensed: Expertise in Life & Related products to teach children not just how to grow money, but how to protect it.
Advanced Planning
CFP® Candidate & MS Finance: Advanced training in tax strategies, retirement, and risk management.
Creator of the Emily Series
Andrew is the author of the Emily Series—a collection of financial literacy storybooks created to help children learn important money lessons through adventure and storytelling.
Inspired by his experience as a father of three, he created the series to make financial education engaging, empowering, and easy for families to discuss at home.
Teaching Philosophy
"Financial education should be simple, practical, engaging, and empowering."
Simple
No complicated jargon.
Practical
Based on real-life.
Engaging
Hands-on & interactive.
Empowering
Building confidence.
Academic Foundation
-
Master of Science in Finance
Purdue University Global -
B.I.S. in Public Administration
Northern Arizona University
The Mission
At The Wealth Wizard, Andrew and his wife co-founded a shared mission: to raise a generation that thinks like creators, makes smart decisions, and builds wealth with purpose.
Personal Background
Outside of his professional career, Andrew has lived an internationally influenced lifestyle, having traveled extensively around the world from a young age. This global exposure has shaped his perspective on money, culture, opportunity, and the importance of preparing children for an ever-changing world.
Andrew was also deeply influenced by his father, who worked as a financial advisor for over 30 years and managed more than $150 million dollars in client assets before passing away. Growing up around conversations about business, investing, client relationships, and financial responsibility helped shape Andrew’s mindset toward money from an early age. Listening to real client stories and seeing the impact that good financial habits could have on families became a meaningful foundation for the way he views money, discipline, and long-term planning today.
He also has a background in golf, a sport that taught him discipline, patience, focus, and long-term thinking—qualities that closely align with strong financial habits and successful decision-making.
Andrew and his wife co-founded The Wealth Wizard together with a shared mission: to create the kind of financial education they wished existed for children growing up today.
As a father of three, Andrew understands firsthand how important it is to teach children real-life skills early in a way that is engaging, meaningful, and age-appropriate. His teaching approach combines professional financial experience with practical parenting perspectives to help children build confidence, responsibility, and healthy money habits for life.
The Wealth Wizard Mission
At The Wealth Wizard, Andrew and the team are committed to raising a generation that:
- Understands how money works
- Makes smart financial decisions
- Thinks like creators, not just consumers
- Builds wealth with purpose and confidence
Personal Note
Andrew’s work is driven not just by professional experience—but by a genuine mission to help families raise confident, capable, and financially smart children.
