Eric Olsen, CFP®
Financial Security | Time Freedom | Generational Prosperity
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Serving Clients Nationwide
Financial Security | Time Freedom | Generational Prosperity
Areas of Focus
- Family and Money
- Investment Management
- Owning a Business
- Real Estate Investing
- Taxes
About Eric Olsen, CFP®
Hi, I'm Eric Olsen. I started this firm in large part due to the influence of my own family growing up. We had a peaceful home. A happy home. We didn't live extravagant lives (by any means) but I don't really ever remember my parents arguing.I didn't know it at the time, I thought all families simply lived that way, but looking back it's clear that by being on the same page financially, my parents were able to virtually eliminate the #1 cause of divorce, and family strife. Now as the father of three daughters and a son, my wife and I strive to bring that same peace and security into our own home. And that's the same peace of mind and prosperity that I strive to bring to my clients every day. What is your "WHY"?
➕ Eric Olsen Bio
Eric founded the firm back in 2016 in Boston, MA. Eric graduated in the top 10% of his class from the United States Air Force Academy in 2010 with a Bachelor of Science in Management and a minor in Foreign Languages (Spanish). Later, Eric graduated with a Master of Liberal Arts, Finance, degree from the Harvard Extension School in 2017 receiving the Dean's List Academic Achievement Award. Eric has also worked as a Program Manager for the US Air Force and an undergraduate instructor of finance and accounting courses.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
The AGC
- XY Planning Network
Primary Location
1120 MacGregor W Ave, Worthington, OH 43085, USA
Additional Locations
📍 Peachtree City, GA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Offers Advice-Only Services
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
- Pro Bono
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Olsen Family Financial, LLC
Olsen Family Financial, LLC is a Fee-Only/Fiduciary financial advisor working with clients in person as well as virtually. As a Fee-Only advisor, we receive no commissions on products and are paid with simple, transparent pricing, which helps align client/advisor incentives and significantly reduce conflicts of interest. As a fiduciary, we are legally obligated to act in the client's best interest and put your needs before our own, a claim that shockingly few in the financial advisor community can make.We believe in you and the investments you aim to make. So, we work with you - and your family - through the six (+) principal areas of Financial Planning:
1 - Establishing your current financial position
2 - Risk Management & Insurance
3 - Investment Planning
4 - Retirement Planning
5 - Tax Planning
6 - Estate Planning
Bonus - Effective Use of Credit, Education Planning, Real Estate Planning (primary residence or investment)
Education
The Ohio State University, Doctor of Philosophy - PhD, Family and Consumer Sciences/Human Sciences (expected graduation: 2024) | Harvard Extension School, Master of Liberal Arts, Finance | United States Air Force Academy, Bachelor of Science (B.S.), Major-Business Management, Minor-Spanish
Hobbies and Interests
- Family
- Running
- Skiing
- Swimming
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Airline Pilots
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Educators
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Government Employees
- Healthcare Professionals
- Living in Retirement
- Military
- Parents
- Physicians
- Real Estate Investors
- Veterans
- Young Families
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