David Olson

CFP
Accessibility Planning
David Olson
David Olson, CFP, is a dedicated financial advisor committed to helping individuals achieve their long-term financial goals. With a degree from Emory University, David brings a wealth of knowledge and strategic insight to his practice. He specializes in Accessibility Planning, ensuring that clients of all abilities have the resources and support they need to navigate their financial futures with confidence. David believes in building strong, personalized relationships, tailoring strategies to meet the unique needs of each client. Driven by a passion for empowering others, David provides clear, actionable guidance. Fun fact: he can navigate the entire city of London by memory.
💡 Fun Fact: I can navigate the entire city of London by memory.
Language(s) English
Gender M
Colleges Emory University
Accreditations CFP
Specialty Accessibility Planning
Assigned Branch LOC_SJ_25