portrait of Jonathan L Olsen
FINANCIAL ADVISOR
Accepting New Clients
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About Jonathan

As human beings, we all have a deep desire for security and stability in our lives. Financial security is a critical component of this, and it's something that many individuals strive for. However, navigating the complex world of finance can be daunting, and it's easy to feel overwhelmed and unsure of how to best manage your wealth.

This is where a trusted financial advisor and coach with a deep understanding and thoughtful approach to your situation can help you achieve financial security. By partnering together, you can feel confident that you're making the right decisions for your financial future.

But it's not...

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Employee Stock Options
  • College Savings

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Stevenson UniversityBachelor of Science

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

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