Founder And Private Wealth Advisor
Current
Dec 2017 - Present
AeroLeads people directory · profile
Ryan “Ols” Olson Email & Phone Number
Founder & CEO at Mustang Private Wealth | Expert in Wealth Management and Personal Financial Planning for Business Owners and Retirees with $2 million to $10 million in portfolio assets.
at
Mustang Private Wealth
1 work email found
@lpl.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder & CEO at Mustang Private Wealth | Expert in Wealth Management and Personal Financial Planning for Business Owners and Retirees with $2 million to $10 million in portfolio assets.
Location
San Luis Obispo, California, United States
Who is Ryan “Ols” Olson? Overview
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Quick answer
Ryan “Ols” Olson is listed as Founder & CEO at Mustang Private Wealth | Expert in Wealth Management and Personal Financial Planning for Business Owners and Retirees with $2 million to $10 million in portfolio assets. at Mustang Private Wealth, based in San Luis Obispo, California, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Ryan “Ols” Olson.
Ryan “Ols” Olson previously worked as Founder and Private Wealth Advisor at Mustang Private Wealth and CERTIFIED FINANCIAL PLANNER™ at Crew Iii Wealth Management. Ryan “Ols” Olson holds Master Of Business Administration (M.B.A.), Personal And Business Financial Planning from Indiana Wesleyan University.
Company email context
Email format at Mustang Private Wealth
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rolson@lpl.com
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AeroLeads found 1 current-domain work email signal for Ryan “Ols” Olson. Compare company email patterns before reaching out.
Profile bio
About Ryan “Ols” Olson
As a Founder and Private Wealth Advisor at Mustang Private Wealth, I have over 19 years of experience in providing comprehensive wealth management solutions to business owners, families, and individuals in the Bay Area and Central Coast of California. I hold the CERTIFIED FINANCIAL PLANNER™ designation, which demonstrates my commitment to the highest standards of ethics, education, and professionalism in the financial planning industry.My areas of focus include formal financial planning, estate planning, risk management, equity compensation, retirement income, charitable giving, tax mitigation and investment strategies. I work with my clients to understand their financial goals, values, and needs, and to design customized plans that help them pursue their lifetime objectives. I also partner with other professionals, such as CPAs and attorneys, to coordinate and optimize their tax and estate planning. My ultimate goal is to build long-term relationships with my clients and to help them fulfill their financial potential.
Listed skills include Wealth Management, Investments, Insurance, Retirement Planning, and 10 others.
Current workplace
Ryan “Ols” Olson's current company
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5 roles · 23 years
Ryan “Ols” Olson work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner™
Crew Iii Wealth Management
Providing formal financial planning to help clients pursue lifetime goals.
Jan 2010 - Dec 2017
Certified Financial Planner™, Branch Manager
Valley Oak Wealth Management, Central Coast Financial Planning
We provide comprehensive wealth management solutions to business owners, families, and individuals in the Bay Area and Central Coast of California.
Jan 2004 - Jan 2010
Past President
Rotaract
Led the premier community services and professional development club for young professionals in Marin County.
2009 - 2010
~1 yr
Life Insurance Advisor
Guardian Life Insurance
Life Insurance
2004 - 2005
~1 yr
5 education records
Ryan “Ols” Olson education
Master Of Business Administration (M.B.A.), Personal And Business Financial Planning
Cfp®, Certified Financial Planner™
Bachelor Of Science (B.S.), Business Administration And Management, General
Education record
Analy High School
Cepa, Exit Planning For Small Business Owners
Epi
FAQ
Frequently asked questions about Ryan “Ols” Olson
Quick answers generated from the profile data available on this page.
What company does Ryan “Ols” Olson work for?
Ryan “Ols” Olson works for Mustang Private Wealth.
What is Ryan “Ols” Olson's role at Mustang Private Wealth?
Ryan “Ols” Olson is listed as Founder & CEO at Mustang Private Wealth | Expert in Wealth Management and Personal Financial Planning for Business Owners and Retirees with $2 million to $10 million in portfolio assets. at Mustang Private Wealth.
What is Ryan “Ols” Olson's email address?
AeroLeads has found 1 work email signal at @lpl.com for Ryan “Ols” Olson at Mustang Private Wealth.
Where is Ryan “Ols” Olson based?
Ryan “Ols” Olson is based in San Luis Obispo, California, United States while working with Mustang Private Wealth.
What companies has Ryan “Ols” Olson worked for?
Ryan “Ols” Olson has worked for Mustang Private Wealth, Crew Iii Wealth Management, Valley Oak Wealth Management, Central Coast Financial Planning, Rotaract, and Guardian Life Insurance.
How can I contact Ryan “Ols” Olson?
You can use AeroLeads to view verified contact signals for Ryan “Ols” Olson at Mustang Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Ryan “Ols” Olson attend?
Ryan “Ols” Olson holds Master Of Business Administration (M.B.A.), Personal And Business Financial Planning from Indiana Wesleyan University.
What skills is Ryan “Ols” Olson known for?
Ryan “Ols” Olson is listed with skills including Wealth Management, Investments, Insurance, Retirement Planning, Portfolio Management, Asset Managment, Financial Analysis, and Strategic Financial Planning.
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