Matt Olson

Matt Olson Email and Phone Number

Certified Financial Planner(r)-Investment Planning- Retirement Guidance- Risk Management @ North Point Advisor Group
Matt Olson's Location
Eau Claire, Wisconsin, United States, United States
About Matt Olson

Matt Olson is a Certified Financial Planner(r)-Investment Planning- Retirement Guidance- Risk Management at North Point Advisor Group.

Matt Olson's Current Company Details
North Point Advisor Group

North Point Advisor Group

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Certified Financial Planner(r)-Investment Planning- Retirement Guidance- Risk Management
Matt Olson Work Experience Details
  • North Point Advisor Group
    Senior Advisor
    North Point Advisor Group Mar 2023 - Present
    Altoona, Wisconsin, United States
  • Thrivent Financial
    Financial Advisor
    Thrivent Financial Aug 2004 - Mar 2023
    Eau Claire, Wisconsin Area
    I’m a financial advisor with experience helping individuals and families reach their financial goals. I often say the most important part of my job is listening. I need to understand my clients’ aspirations and it’s only then, that I can help them build a financial roadmap for making them happen. Especially in today’s economy, reaching financial goals may seem scarier and harder than ever. I am a guide helping clients navigate the journey and reach their financial goals. I bring a listening ear, knowledge and experience. For Thrivent social media guidelines and important disclosure information visit Thrivent.com/socialCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete the CFP Board's initial and ongoing certifications requirements.

Matt Olson Education Details

Frequently Asked Questions about Matt Olson

What company does Matt Olson work for?

Matt Olson works for North Point Advisor Group

What is Matt Olson's role at the current company?

Matt Olson's current role is Certified Financial Planner(r)-Investment Planning- Retirement Guidance- Risk Management.

What schools did Matt Olson attend?

Matt Olson attended St. Olaf College, The American College.

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