Lars Refvik

Lars joined Lebenthal Financial Services, Inc. in January of 2026, bringing with him extensive experience from the financial services and professional golf industries.

Prior to joining Lebenthal, Lars served as an Investment Advisor Representative and Financial Services Professional with MassMutual from 2022 through 2025. Before that, he was with New York Life from 2018 to 2022, where he worked as both an insurance professional and Investment Advisor Representative. Throughout his career, he has focused on delivering comprehensive financial strategies designed to help clients grow, protect, and preserve their wealth.

Lars holds his Series 65, Series 63, and Series 6 licenses, allowing him to provide investment advisory services as well as guidance across a range of financial products. His experience spans retirement planning, investment management, risk management, and wealth accumulation and estate planning strategies.

At Lebenthal, Lars works closely with high-net-worth individuals, executives, and professional athletes, providing personalized strategies tailored to complex financial lives. He also has a strong passion for serving young families and business owners, helping them build strong financial foundations, protect what matters most, and plan confidently for the future.

Before entering the financial services industry, Lars was a PGA Golf Professional for more than 20 years. During that time, he managed full golf operations at multiple country clubs, overseeing staff, member services, instruction, tournaments, and daily operations. This experience shaped his client-first philosophy, attention to detail, and commitment to delivering a high-touch service experience—principles that continue to guide his work with clients today.

Lars is committed to building long-term relationships based on trust, transparency, and thoughtful planning.