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

Daniel D. Olson, CFP®

CFA, AFSP

Principal

Olson Tax & Financial Planning

106-19 Metropolitan Ave
Forest Hills, NY 11375
(718) 551-8244

General

Daniel Olson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Olson Tax & Financial Planning in Forest Hills, NY and the surrounding communities.

Financial Advisor Overview

My practice combines financial planning with tax preparation and planning along with investment management. I provide tax advice on investments for individuals as an integrated component of comprehensive financial planning. In this way, I add value over time by minimizing taxes in addition to providing the usual planning services.

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Annual Filing Season Program

Broker-Dealer Disclaimer

I implement client investment relationships using accounts with Vanguard.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Personal Taxes

More

Helpful Financial Planning Resources