Michael W. Olff,  CFP<sup>&reg;</sup> - Financial Advisor

Michael W. Olff, CFP®

EA

CFP, EA

Gateway Financial Advisors Inc

1801 N California Blvd, Ste 106
Walnut Creek, CA 94596
FINANCIAL ADVISOR'S WEBSITE
(925) 322-8067

General

Michael Olff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gateway Financial Advisors Inc in Walnut Creek, CA and the surrounding communities.

Financial Advisor Overview

For me, working in the Financial Planning world isn't a job it's my passion.  I know that may sound clichéd but, I wake up every day looking forward to my work. I get to help people achieve their goals and objectives, which is incredibly satisfying.  Knowing clients and their children are safe and secure means everything to me. 

I invite you to come meet with me and lets get to know one another.  It is extremely important that you pick the planner that's the right fit for you.

Dr. Michael W. Olff CFP®  

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Financial Advisor Experience

Certified Financial Planning is my second career.  I Practiced Chiropractic for 30 fantastic years, 20 in Hayward and 10 in Discovery Bay. CA.  Upon retirement in 2008 I pursued another passion of mine, helping others achieve financial success.  I am still fully licensed to practice chiropractic, however do not treat patients anymore.

I am a big believer that staying healthy can bring you greater wealth.  Health care costs are spiraling out of control today, and the best defense is a good preventive offense. The average couple today will spend 200,000+  in out of pocket costs on healthcare in retirement.  Be aware  that's over a 25 year retirement in inflated dollars. But that's insane, maintaining good health and preventing illness is the key to preserving your savings. I am here to help you set up a great plan, with defensive and offensive strategy's.



Bs. Human Biology
Doctorate of Chiropractic National University of Health Sciences
Certified Financial Planning Boston University


Dr. Michael W. Olff CFP® 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Tax Preparer

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

• Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources