John M. Olson,  CFP<sup>&reg;</sup> - Financial Advisor

John M. Olson, CFP®

MPAS® AWMA®

Vice President, Wealth Management

Janney Montgomery Scott

1390 Ridgeview Dr Ste 101
Allentown, PA 18104-9066
FINANCIAL ADVISOR'S WEBSITE
(800) 331-5631
(610) 674-6983
CONNECT WITH John
  • facebook link
  • linkedin link

General

John Olson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Janney Montgomery Scott in Allentown, PA and the surrounding communities.

Financial Advisor Overview

Attracted to the Firm’s family-oriented atmosphere, I joined Janney in 2003. Over the past number of years, I have been able to fashion a practice built upon my own investment style and specialties. From saving for a child’s college education to planning for retirement, I work with my clients to plan for the financial needs of all stages of life. I also focus on the later stages of retirement with establishing estate plans and managing the withdrawal of retirement income funds. Education has been a primary focus in my career. I achieved a Masters of Science degree in Personal Financial Planning from the College for Financial Planning in 2019, and completed all of the requirements for the CFP® certification in early 2020.

More

Financial Advisor Experience

I have been operating as a Sole Practitioner Financial Planner with Janney Montgomery Scott LLC since 2003. I have focused my career on providing customized one on one solutions to Small Business Owners and Wealthy Families. I finished my Masters of Science in Personal Financial Planning in 2019. This is the highest level of education a Financial Planner Practitioner can attain. The degree consists of 36-43 semester credits and delves deeply into personal financial planning or investment-related content using research-based coursework and real-world case studies. Graduates of the program are required to demonstrate critical thinking skills and complex problem-solving techniques. Additionally, individuals must complete assignments, projects, research, and papers and meet all graduation requirements for the Master of Science degree.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Master Planner Advanced Studies (MPAS®)

Insurance Licenses

  • Life insurance: PA, NJ, SC, NC
  • Fixed annuities: PA, NJ, SC, NC
  • Variable annuities

Broker-Dealer Affiliation

Janney Montgomery Scott LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Government & Military, Irregular Income, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes

More

Helpful Financial Planning Resources