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Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® Email & Phone Number
Founder and Principal
at
Horizon Wealth Strategies, LLC
1 work email found
@horizonwealthstrategies.com
6 phones found area 908, 518, 866, and 206
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Principal
Location
Austin, Texas Metropolitan Area, United States
Company size
Who is Mark D. Olson, Cfp®, Msfs, Clu®, Chfc®? Overview
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Quick answer
Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® is listed as Founder and Principal at Horizon Wealth Strategies, LLC, a with 6 employees, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at horizonwealthstrategies.com, phone signal with area code 908, 518, 866, 206, and a matched LinkedIn profile for Mark D. Olson, Cfp®, Msfs, Clu®, Chfc®.
Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® previously worked as Founder & Principal at Horizon Wealth Strategies, Llc and Registered Representative at Nylife Securities Llc. Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® holds Master'S Of Science 1999-2002, Financial Services from The American College.
Company email context
Email format at Horizon Wealth Strategies, LLC
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*@horizonwealthstrategies.com
71% confidence
AeroLeads found 1 current-domain work email signal for Mark D. Olson, Cfp®, Msfs, Clu®, Chfc®. Compare company email patterns before reaching out.
Profile bio
About Mark D. Olson, Cfp®, Msfs, Clu®, Chfc®
For over 30 years, I have helped corporate executives, business owners and professionals find financial peace. I especially enjoy helping individuals plan or just begin retirement.I earned my BS from Rutgers, and I am a Certified Financial Planner ™ (CFP®). I received my MS in Financial Services (MSFS) from The American College. I am also a Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) licensee. I enjoy hosting educational workshops for my community.My career began with MetLife in 1989. I was honored as the MetLife Financial Planner of the Year for three consecutive years and was a member of the corporate advisory council of MetLife’s financial planning program. From 2004- 2012, I was an Allstate agency owner.I founded Horizon Wealth Strategies, LLC, affiliating my firm with New York Life and Eagle Strategies, LLC in 2012. My philosophy about goals led to our name and logo. I feel goals are on the horizon and as we achieve them, new ones emerge. Like the horizon, we never get there as our destination changes.I have received many honors for leadership with New York Life. I was a member of the Executive Council in 2013, the Chairman’s Council in 2014 and 2023, and the President’s Council from 2015 - 2022. I also attended the Eagle Strategies Summit meeting for top advisors in 2014-2023 and was a panelist in 2015 and 2016. I am a Life and Qualifying member of the Million Dollar Round Table (MDRT) with 24 years of membership, including 12 years as a Court of the Table member (’03, ’04, ’14-’23), and 3 years as a member of the Top of the Table (2021 - 2023). I am a member of the Financial Planning Association (FPA), the Society of Financial Service Professionals (SFSP), and the National Association of Insurance & Financial Advisors (NAIFA). I served as the NAIFA NJ President in 2010 -2011 and as the President of the SFSP Austin Chapter in 2021 - 2022.I live in Austin, TX with my wife and am active in my church choir, the MDRT Foundation and the Hill Country Conservancy. We are big fans of UT Football and Basketball and enjoy golf & skiing.To learn how I may be of assistance to you, please contact me at:21 Maple StreetSomerville, NJ 08876(908) 698-4339or 3305 Northland Dr. Suite 412Austin, TX 78731(512)215-4760
Listed skills include Retirement Planning, Investments, Multi Generational Wealth Transfer, Estate Planning, and 13 others.
Current workplace
Mark D. Olson, Cfp®, Msfs, Clu®, Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Horizon Wealth Strategies, Llc
7 roles
Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® work experience
A career timeline built from the work history available for this profile.
Founder & Principal
CurrentAbout UsOur mission at Horizon Wealth Strategies is to be known for our expertise in holistic financial planning and for genuinely caring about our clients’ well-being. You won’t find anyone who cares more about your family’s financial well-being than we do.We help you to drown out the financial noise on TV or the internet, so you can focus on the things that matter to you. We accomplish this by following a consultative and collaborative process in every client relationship. Many consider financial planning to be nothing more than investments, but it is far more comprehensive than that. Our holistic view of financial planning helps distinguish us from many in the financial services industry. View some of our expertise below. Our Expertise:Executive BenefitsSuccession Planning Key Person Insurance Funding Buy-Sell Agreements Wealth Management and Retirement Planning Charitable Planning Investment Management 401 (k) Rollovers, Roth IRAs and IRAs Annuities Financial Planning Neither Horizon Wealth Strategies LLC and its employees nor Eagle Strategies LLC or its advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.Horizon Wealth Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.
Jan 2013 - Present
Registered Representative
CurrentMark D. Olson is a Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
Dec 2012 - Present
Licensed Agent
CurrentMark D. Olson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of CA, CO, CT, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX and VA. No insurance business may be conducted outside of these states referenced.
Dec 2012 - Present
Financial Adviser
CurrentThrough my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. My investment experience, coupled with Eagle’s diverse team of investment experts, allows me to provide the continuous financial guidance needed to help my clients achieve long-term financial success.
Dec 2012 - Present
Agency Owner
Responsible for day to day Operations and Strategic Planning of my small business. Responsible for hiring and managing staff, marketing and sales of all lines of insurance, and ongoing customer service. In addition to running a profitable P&C agency, I successfully market Life Insurance, Annuities, Mutual Funds, Long Term Disability Insurance, and Long Term Care Insurance.
Mar 2004 - Dec 2012
Senior Financial Planner
Held multiple positions during my 15 year career with MetLife, including Senior Financial Planner, Sales Manager, and Account Representative. As a Senior Financial Planner, ran a detached boutique office where I and an Associate Financial Planner provided Fee Based Comprehensive Financial Planning services, Investment Advice, and numerous insurance products to our clients. Recognized by MetLife Securities as Financial Planner of the Year for three consecutive years. Company leader in both number of comprehensive plans and total fees charged. Taught Financial Strategies for a Successful Retirement seminars to the public at numerous adult education venues.
Jul 1989 - Mar 2004
3 education records
Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® education
Master'S Of Science 1999-2002, Financial Services
The American College
Bs 1985-1989, Marketing, Finance
Rutgers, The State University Of New Jersey-New Brunswick
Education record
Madison Central High School
FAQ
Frequently asked questions about Mark D. Olson, Cfp®, Msfs, Clu®, Chfc®
Quick answers generated from the profile data available on this page.
What company does Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® work for?
Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® works for Horizon Wealth Strategies, LLC.
What is Mark D. Olson, Cfp®, Msfs, Clu®, Chfc®'s role at Horizon Wealth Strategies, LLC?
Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® is listed as Founder and Principal at Horizon Wealth Strategies, LLC.
What is Mark D. Olson, Cfp®, Msfs, Clu®, Chfc®'s email address?
AeroLeads has found 1 work email signal at @horizonwealthstrategies.com for Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® at Horizon Wealth Strategies, LLC.
What is Mark D. Olson, Cfp®, Msfs, Clu®, Chfc®'s phone number?
AeroLeads has found 6 phone signal(s) with area code 908, 518, 866, 206 for Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® at Horizon Wealth Strategies, LLC.
Where is Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® based?
Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® is based in Austin, Texas Metropolitan Area, United States while working with Horizon Wealth Strategies, LLC.
What companies has Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® worked for?
Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® has worked for Horizon Wealth Strategies, Llc, Nylife Securities Llc, New York Life Insurance Company, Eagle Strategies, Llc, and Allstate.
Who are Mark D. Olson, Cfp®, Msfs, Clu®, Chfc®'s colleagues at Horizon Wealth Strategies, LLC?
Mark D. Olson, Cfp®, Msfs, Clu®, Chfc®'s colleagues at Horizon Wealth Strategies, LLC include Taylor Acord and Anabeth Carl.
How can I contact Mark D. Olson, Cfp®, Msfs, Clu®, Chfc®?
You can use AeroLeads to view verified contact signals for Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® at Horizon Wealth Strategies, LLC, including work email, phone, and LinkedIn data when available.
What schools did Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® attend?
Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® holds Master'S Of Science 1999-2002, Financial Services from The American College.
What skills is Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® known for?
Mark D. Olson, Cfp®, Msfs, Clu®, Chfc® is listed with skills including Retirement Planning, Investments, Multi Generational Wealth Transfer, Estate Planning, Wealth Preservation Planning, Gifting Strategies, Small Business, and Succession Planning.
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