Douglas Olson, CFS

Focus Areas

Comprehensive Financial Planning

Retirement Planning

Insurance Planning

About the Financial Advisor

• Doug entered the Financial Planning industry in 2000 and has more than 20 years of experience in helping his clients to achieve success in their financial planning journey.
• Being independent, Doug is able to provide expert financial planning solutions in the best interest of his clients which align with their specific goals.  Doug strives to maintain the highest level of honesty, integrity, and professionalism.
• Doug continues to learn and seek opportunities to provide clients with individual service and greater value.
• Through long-term relationships, Doug has been able to guide his clients through today’s financial complexities and challenges.

Education and Designations

• CFS – Certified Fund Specialist
• Series 7 & 66 licenses
• Life Insurance

Personal Life

Doug enjoys golfing, taking trips, and spending time with his family. Doug and his wife, Sue, have four children.