D. Michael  Olson,  CFP<sup>&reg;</sup> - Financial Advisor

D. Michael Olson, CFP®

United Planners' Financial Services of America

4000 Westerly Place, Ste 245
Newport Beach, CA 92660
(949) 476-1911

General

D. Michael Olson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at United Planners' Financial Services of America in Newport Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Attending College, Investment Management, Employee Benefits, Insurance, Retirement

More

Helpful Financial Planning Resources