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Stacy Larsen
Talent Acquisition Partner: Helping people live their best lives by finding their ideal career at Principal.
Professional Background
Stacy Larsen is a dedicated professional with extensive experience in the fields of financial planning, retirement services, and talent acquisition. Throughout her career, she has been passionate about guiding individuals and organizations in making informed financial decisions, contributing to their long-term financial success. Stacy started her journey in the financial industry with a strong commitment to saving the world, one retirement plan at a time. This path led her to travel extensively, engaging with groups and individuals to help them navigate their financial aspirations.
Stacy's expertise spans across various essential realms including the distribution of retirement plans, group benefits, and overall financial networks. Her experience as a Talent Acquisition Partner at Principal Financial Group has allowed her to connect dynamic leaders with top tier talent, contributing positively to organizational growth within the financial sector. With a specialization in sales and sales service, she has successfully led teams and initiatives aimed at enhancing client engagement and improving financial outcomes. With her unique blend of skills and vast experience, Stacy is always eager to connect with individuals and businesses looking to align themselves with a premier financial services firm.
Education and Achievements
Stacy Larsen holds a Bachelor of Science in Business Administration from Central Michigan University, where she double majored in Finance and Investments. Her educational background has provided her with a solid foundation in financial principles and investment strategies. In addition to her degree, Stacy has earned several prestigious qualifications including the Chartered Retirement Plans Specialist designation, showcasing her expertise in retirement planning.
Although some of her earlier securities registrations are now expired—including the Series 7 and Series 66 licenses—these designations contributed significantly to her comprehensive knowledge in the financial landscape. Additionally, during her career, she also held valid licenses in Life Insurance and Health Insurance, enriching her understanding of various financial products and enhancing the services she provides to her clients.
Career Highlights
Throughout her impressive career at Principal Financial Group, Stacy has held various pivotal roles that reflect her dedication and versatility in the financial services arena. Starting as a Financial Advisor and progressing to Senior Employee Benefit Specialist, she has consistently demonstrated her ability to advise clients on intricate benefit plans while ensuring they understand their financial options.
As a Paraplanner with Ameriprise Financial Advisors, she honed her skills in financial advising and client management, preparing her for her subsequent roles where she directly engaged with clients to develop cohesive financial strategies tailored to their needs. Her frontline experience in benefit planning has equipped her with unique insights into the challenges and opportunities facing clients today.
Stacy's active involvement in the community is evidenced by her past role as an Ambassador Board Member at DoveLewis Emergency Pet Hospital, where she contributed her time and expertise towards valuable community initiatives focusing on pet welfare.
With her remarkable ability to build relationships and create strategies that align stakeholders' goals with financial security, Stacy Larsen is a name to remember in the financial services domain. Those looking to enhance their financial planning initiatives or talent acquisition efforts would benefit tremendously from connecting with her.