Caroline S. Oliver,  CFP<sup>&reg;</sup> - Financial Advisor

Caroline S. Oliver, CFP®

CFA

Palladium Registered Inv. Advisors

999 Waterside Dr, Ste 1000
Norfolk, VA 23510
(757) 305-1530

General

Caroline Oliver is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Palladium Registered Inv. Advisors in Norfolk, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Accredited Estate Planner:AEP

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Banking, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Real Estate, Stocks & Bonds, Life Planning, Tangible Assets

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