About

Rorik Wallace Larson founded Essential Financial Strategies to help families proactively tame their money worries.

Struggles with money worries are not new as I faced them prior to my retirement from the Army.  Not trusting the advisors available overseas, I proactively set about researching and studying to reduce my retirement financial stresses.  In the process, I developed a passion for helping people with similar retirement worries. Affiliated with the Alliance of Comprehensive Planners (ACP), I now help people tame their retirement worries and obtain financial independence.  Wallace works with proactive couples, often with school aged children that want to build a path to retirement and financial independence.

In my studies, I earned an MBA with a specialization in Financial Planning.  I passed the gold star Certified Financial Planner® exam and am a candidate for the Certified Financial Planner (R) designation.  Additionally, I passed a rigorous three part exam process and am admitted to practice before the IRS as an Enrolled Agent.

See The West Orland Park Life Article about my military service.

In my spare time I enjoy exercise, public speaking with Orland Park Toastmasters and the Chicago Southland Speakers Association and am active in multiple roles at church.  My most important life role is as a husband and father to his young son.

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* The Alliance of Comprehensive Planners (ACP), a not-for-profit association of Certified Financial Planner and Personal Financial Specialist professionals.  With over 170 members, it is a recognized leader within the financial planning world.  ACP offers the training and communal support for advisors to establish and grow thriving, independent financial planning practices.  As fee-only advisors, ACP planners abide by the highest fiduciary standards and act in their clients' best interests.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Rorik Larson
Chicago Financial Planner

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