The Quest Story - Federal Employee Benefits, Financial Advisor Santa Rosa, Insurance Petaluma

Quest Financial Advisors through founder and Chief Executive, Larry Qvistgaard, is an experienced provider of sales, service and support to retirees, employees in transition and corporate qualified plans.  We design retirement and qualified plan solutions for companies, their employees and those in their retirement.

Larry has amassed over two decades of experience in the retail, wholesale and manufacturer sectors of the financial services industry, including more than a decade as a senior executive for an investment Broker/Dealer with nearly 30 employees and 400 registered representatives nationwide.  Larry has personally trained hundreds of Representatives and Advisors in Product, Sales, Marketing and Business Continuation skills.  He brings this in-depth knowledge of investment products and services to you, our clients.

During his tenure as an executive, Larry was personally responsible for building a multimillion-dollar investment Broker/Dealer that was eventually sold to a subsidiary of one of the world’s largest financial services conglomerates.  Subsequently, he guided the company and its employees through the transition.  Larry brings both an understanding of the investment marketplace and demonstrated personal business acumen to the small- to mid-size companies he advises.

Larry was born and raised in Marin County in the San Francisco Bay Area, graduating from college at the University of California, Berkeley and ultimately raising a family in Sonoma County.  He holds the California Life & Health Insurance licenses and Series 7, 24, 28, 63 and 65 securities registrations, and he is a member of the Petaluma and Novato Chamber of Commerce as well as the Financial Planning Association.  An avid outdoorsman, he enjoys golfing, cycling, hiking, running and swimming.