Olivia is a dedicated financial professional and CERTIFIED FINANCIAL PLANNER™ practitioner with a passion for empowering individuals and families to navigate their financial lives with clarity and confidence. She is known for her thoughtful, relationship-focused approach and her commitment to making a meaningful impact in the lives of her clients. Whether guiding clients through investment strategies or broader financial planning decisions, Olivia brings both insight and empathy to every conversation.
Originally from Texas, Olivia now calls Carmel Valley home, where she lives with her fiancé and their golden retriever, Buzz. In her free time, she enjoys spending time outdoors, hiking, playing golf, and discovering new dining spots throughout San Diego.
Credentials
- Bachelor of Business Administration – Texas A&M, College Station, Texas
- Certified Financial Planner practitioner CFP® — College For Financial Planning, Denver, CO
- Registered Representative – Osaic Wealth, Inc.
