Erick Olson, Cfp®

Erick Olson, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ practitioner @ Olson Associates
701 Bombay Ln, Roswell,Georgia 30076,United States
Erick Olson, Cfp®'s Location
Atlanta Metropolitan Area, United States, United States
Erick Olson, Cfp®'s Contact Details

Erick Olson, Cfp® work email

Erick Olson, Cfp® personal email

n/a
About Erick Olson, Cfp®

Olson Associates is a comprehensive, financial services firm committed to helping our clients improve their long-term financial success. Our customized process is designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and competence. Helping responsible adults pursue fiscal fitness through "THE FINANCIAL MAXI-MISER PROCESS." Helping you eliminate your dangers that you may not see and capitalize on the opportunities that you may not know. Helping Responsible Adults pursue fiscal fitness through"THE FINANCIAL MAXI-MISER PROCESS." Helping you eliminate your dangers that you may not see and capitalize on the opportunities that you may not know.Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through OLSON ASSOCIATES. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Alabama (AL), Arkansas (AR), California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Georgia (GA), Iowa (IA), Illinois (IL), Louisiana (LA), Maine (ME), Michigan (MI), Missouri (MO), Mississippi (MS), South Carolina (SC), Tennessee (TN), Texas (TX), and West Virginia (WV).Specialties: Pre and Post Retirement Planning needs, Survivorship needs, College Funding needs, Small Business planning/needs, Estate Planning issues/needs.www.finra.org www.sipc.comThird-party comments may not be representative of all customer experiences.

Erick Olson, Cfp®'s Current Company Details
Olson Associates

Olson Associates

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CERTIFIED FINANCIAL PLANNER™ practitioner
701 Bombay Ln, Roswell,Georgia 30076,United States
Employees:
9
Erick Olson, Cfp® Work Experience Details
  • Olson Associates
    Certified Financial Planner™
    Olson Associates Dec 1998 - Present
    CERTIFIED FINANCIAL PLANNER practitioner (CFP ®) - The esteemed professional designation awarded by the International Board of Standards and Practices for Certified Financial Planners, Inc. Three years of comprehensive studies included: investments, risk management, tax planning, retirement planning and employee benefits, and estate planning.CFP® professionals must develop their theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP Board. Registered Representative - Series 7 and Series 63 securities licensed Financial Industry Regulatory Authority awarded and governed by the (FINRA). Additional licenses held to utilize a wide spectrum of insurance products.
  • Society For Financial Awareness(Non-Profit)
    President, Metro Atlanta Chapter
    Society For Financial Awareness(Non-Profit) Aug 2008 - Jun 2012
    The Society for Financial Awareness (SOFA) is a non-profit speakers bureau whose mission is to end financial illiteracy. SOFA members (financial advisors,attorneys, tax professionals, mortgage brokers, realtors, health & wellness professionals) conduct lunch-and-learn financial literacy and health and wellness seminars at Fortune 500 companies, government agencies, churches and otherorganizations.SOFA professionals are not allowed to charge the sponsoring organization for these events, and they are prohibited from selling any product or service at the event. If a seminar attendee wishes to meet with a SOFA professional, they are asked to fill out a survey at the end of the seminar. The consultation will be held offsiteand is complimentary.For more information on how to sponsor a SOFA seminar at your organization, please call the Metro Atlanta Chapter at 770-740-8744.

Erick Olson, Cfp® Education Details

  • Valdosta State University
    Valdosta State University
    Marketing

Frequently Asked Questions about Erick Olson, Cfp®

What company does Erick Olson, Cfp® work for?

Erick Olson, Cfp® works for Olson Associates

What is Erick Olson, Cfp®'s role at the current company?

Erick Olson, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ practitioner.

What is Erick Olson, Cfp®'s email address?

Erick Olson, Cfp®'s email address is er****@****ser.com

What schools did Erick Olson, Cfp® attend?

Erick Olson, Cfp® attended Valdosta State University.

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