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Steve Larsen
Building digital asset solutions for financial advisors
Steve Larsen, CPA, CFP®, is an accomplished financial expert and entrepreneur recognized for his innovative approach to managing digital assets within the financial advisory space. As the Founder of Defi Steward, Steve actively supports Investment Advisers in navigating the complexities of handling digital assets, ensuring that they can provide clients with secure and informed investment management services. His passion for financial literacy extends to his role as an educator, where he shares his extensive knowledge with future generations of financial planners and accountants.
In addition to founding Defi Steward, Steve is the Co-Founder of PlannerDAO, a pioneering decentralized community dedicated to enhancing the capabilities of financial advisors through collaboration and shared resources. He also holds the Certified Digital Asset Advisor (CDAA) designation, illustrating his commitment to staying ahead of the curve in the rapidly evolving world of digital investments. Steve's expertise uniquely positions him to guide advisors and their clients through the exciting yet complex realm of cryptocurrencies and blockchain technology.
Steve's prior experience includes building a thriving $250 million Registered Investment Adviser (RIA) in the Pacific Northwest, where he served as the President and Chief Compliance Officer. This success showcases his strategic leadership and compliance acumen, essential qualities for running an RIA in today's regulatory landscape. In 2022, he demonstrated his vision and entrepreneurial spirit by merging his continuing education company for accountants with Interaxis, creating an unparalleled full-service digital assets education platform tailored specifically for financial advisors and accountants. This initiative underscores his dedication to educating financial professionals about the growth and opportunity within the digital asset space.
In academia, Steve contributes as an Adjunct Professor of Finance at Gonzaga University, where he teaches courses on Cryptocurrency and Financial Planning. His role as an educator allows him to shape the next generation of financial advisors, equipping them with the knowledge and skills needed to succeed in today’s digital economy. He develops continuing education courses for CPAs and CFPs, further extending his commitment to professional development within the financial services industry. Through his teaching and course development, Steve ensures that fellow financial professionals are well-prepared to address the challenges and opportunities presented by digital assets.
Steve's educational background includes a Master of Accountancy in Finance and Accounting from Gonzaga University’s School of Business Administration and a Bachelor of Arts in Management Information Systems and Business Administration from Eastern Washington University. This solid academic foundation provides him with a strong theoretical framework that complements his practical experience in the financial industry.
As a thought leader in the financial services sector, Steve Larsen continues to push boundaries and explore new frontiers in the realm of digital assets and financial planning. His entrepreneurial ventures, commitment to education, and profound understanding of financial advisory make him a valuable asset to both his clients and the financial services community at large.