John Olsen
Owner at John L. Olsen Marketing Consultants, LLC
- Role
- Financial Advisor at Capital Strategies Group, Llc
- Location
- Tempe, AZ, US
- LinkedIn followers
- 500 followers
About John Olsen
I work best with people who are family oriented, who are happy and successful in their profession/business. They are open to receiving help from financial services professionals to plan their Financial Wellness: Protection Planning Life insurance, long term care, Health (including Medicare options) Liability insurance (home, auto, umbrella, etc.) Estate Planning Help with preparing trusts, wills, durable power of attorney, living wills Help keeping all estate planning documents updated Help with properly funding the trust Retirement & Investment Planning IRAs, ROTH IRAs, 401K, SIMPLE, SEP IRA, etc. Investment options focusing on safety, return & Liquidity
Experience
Financial Advisor
Aug 2005 — Present
I was working at Beneficial Financial Group as an insurance agent, registered rep and registered investment advisor rep. At the time Beneficial worked with ESI (Equity Services) as broker dealer. A group of us felt that we needed more freedom to help our clients so we joined Geoff White (football great Danny Whites son) who formed a RIA firm (Registered Investment Advisory) It has been challenging, hard, rewarding and great!
Education
California State Polytechnic University-Pomona
none, Zoology
1968 — 1970
Chaffey College
none, LIfe Sciences
1962 — 1963
Brigham Young University
BS, Zoology
1967 — 1971
Skills
- 401(K) Retirement Savings Plans
- Asset Allocation
- Financial Planning
- Life Insurance
- Long Term Care Insurance
- Iras
- Term Life Insurance
- Series 63
- Long Term Care
- Retirement
- Investments
- Disability Insurance
- Strategic Financial Planning
- Retirement Planning
- Investment Strategies
- Fixed Annuities
- Finance
- Small Business
- Public Speaking
- Insurance Planning
- Whole Life
- Mutual Funds
- Insurance
- Series 7
- 401k
- Wealth
- Wealth Management
- Financial Advisory
- Investment Advisory
- Estate Planning
- Financial Planners
- Long-Term Care
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