LeadIQ logo
Learn more at LeadIQ.com

Essential Financial Strategies Employee Directory

Financial ServicesIllinois, United States0-1 Employees

Essential Financial Strategies is a financial services firm led by fee-only financial planner Rorik Larson, based in Palos Heights, Illinois. The practice offers tax-focused, comprehensive wealth planning, college planning, and retirement planning to clients in the Chicago area and nationwide, aiming to help clients organize, protect, and grow their assets while serving as a fiduciary. Positioned in the financial planning sector, the firm emphasizes independent, client-centered guidance rather than sales-driven advice. The company operates from its Palos Heights location and serves a broad geographic client base, reflecting a focus on personalized financial planning services for individuals and families.

Find Essential Financial Strategies employees' phone numbers or email addresses

Essential Financial Strategies Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    6
  • Canada
    1

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

Essential Financial Strategies's Leadership

  • Stylized image of a person
    A. G. J.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    Director, Senior Healthcare Benefits
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Senior Consultant
    Phone icon
    Mobile Phone

Essential Financial Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Essential Financial Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. G. J.
    Director
    Phone icon
    Mobile Phone
    May 31, 2026
  • Stylized image of a person
    B. S.
    Director, Senior Healthcare Benefits
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Oct 16, 2024
  • Stylized image of a person
    C. C.
    Senior Consultant
    Phone icon
    Mobile Phone
    AustraliaNew South Wales
    Sep 09, 2025

Frequently Asked Questions

What is Essential Financial Strategies known for?

Minus sign iconPlus sign iconEssential Financial Strategies was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 12416 South Harlem Avenue Palos Heights, Illinois 60463 United States; you can contact the main corporate office by phone at
+1-708-949-****
. Explore Essential Financial Strategies's company overview page for more information.

What is Essential Financial Strategies's most common email format?

Minus sign iconPlus sign iconEssential Financial Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Essential Financial Strategies email formats with LeadIQ.

How many employees does Essential Financial Strategies have currently?

Minus sign iconPlus sign iconEssential Financial Strategies has approximately 1 employees as of January 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Essential Financial Strategies's key employees and leadership?

Minus sign iconPlus sign icon

As of January 2026, Essential Financial Strategies's key employees include:

  • Director: A. G. J.
  • Director, Senior Healthcare Benefits: B. S.
  • Senior Consultant: C. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.