Josh Larsen is a Client Service Associate at Premier Planning Group, where he supports advisors and clients through a wide range of financial planning and investment service initiatives. His responsibilities include client relationship support, account administration, investment operations, and assisting with the implementation of personalized financial strategies.
Prior to joining Premier Planning Group, Josh began his career at Fifth Third Bank within the company’s Internal Audit department, focusing on financial and operational processes. While the role provided valuable experience in the financial industry and strengthened his analytical and problem-solving skills, Josh realized his passion was in working directly with individuals and families to help them navigate important financial decisions and pursue their long-term goals. That realization ultimately led him to transition into the wealth management industry.
A lifelong Northern Kentucky resident, Josh graduated from Northern Kentucky University in 2024 with a bachelor’s degree in Business Economics. He currently holds his Securities Industry Essentials (SIE) designation and Life Insurance license and is actively pursuing his Series 7 and Series 66 securities licenses as he works toward becoming a Financial Planner. Josh also plans to pursue the CFP® certification as part of his long-term commitment to serving clients through comprehensive financial planning.
Outside of the office, Josh enjoys staying active through working out, golfing, and playing basketball, as well as spending time at the lake with family and friends. He is also actively involved in his church community. Josh and his fiancée, Noel, are getting married in June 2026.