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

D. Michael Olson, CFP®

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 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

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Helpful Financial Planning Resources