;

Larry Peterson, MS, RSP, CFP®

Amicus Financial Advisors

Larry Peterson, MS, RSP, CFP®

Amicus Financial Advisors

Larry Peterson, MS, RSP, CFP®

Amicus Financial Advisors

Profession LogoFINANCIAL PLANNER

Larry is a Certified Financial Planner™ professional and Registered Settlement Planner (RSP) based in Utah, with a master’s degree in Personal Financial Planning from Texas Tech University. His career in financial planning began with a moment of inspiration during a finance class when his professor, Madeline Thimmes, encouraged students to "follow the numbers if they sing to you." Taking that advice to heart, Larry changed his major from finance to personal financial planning, embarking on a journey to help others navigate complex financial decisions with confidence.

Over the last 16 years, Larry and his team have focused on helping clients invest and progress towards their financial goals. The past decade has been focused on serving individuals and families who have received legal settlements, including many with disabilities. This work has given Larry extensive experience in coordinating government benefits, special needs trusts, ABLE accounts, and financial principles that support long-term stability and security for all clients. He takes pride in tailoring strategies to help families navigate the unique challenges of managing financial resources alongside essential care and benefits.

Larry’s personal life has also shaped his professional perspective. He has a daughter who was born with a congenital heart defect. By the grace of God and skilled medical professionals, she is doing well. The memories of having a temporary second home at Primary Children’s Hospital remain near and dear as clients and friends undergo their own medical journeys. These experiences have deepened his understanding of the joys and struggles families experience when supporting loved ones with disabilities.

When not working, Larry enjoys wandering in the mountains with his family. He and his wife of 20 years have five children, a dog, and several chickens.

Firm Description

Hours

Day From To
Monday 10:00 AM 5:00 PM
Tuesday 10:00 AM 5:00 PM
Wednesday 10:00 AM 5:00 PM
Thursday 10:00 AM 5:00 PM
Friday 10:00 AM 2:00 PM

Cost

What Is a Special Needs Planner?

Main Office

2975 Executive Pkwy
#194
Lehi, UT 84043

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts