Michael Olivia

About Michael Olivia

Licensing- NFLPA Registered Player Financial Advisor- CFP®- Registered Investment Advisor- Property & Casualty licensed- Life, Health, Accident and Variable Annuity licensed- Series 6 licensed- Series 66 licensed- Series 7 licensed - Certified graduate of Business Professionals’ Course- Accredited over hours of study on economics and the movement of moneyIn my spare time you can find me with my wife, Tara, and my four children, Michael, Martina, Jordan and Siena. We live a very active life in San Diego, CA. I enjoys staying physically fit and being involved in my children’s lives whether it is on the football or baseball field. I am a coach for my son’s teams, or in the stands, as well as a spectator at my daughter’s gymnastics meets.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 61••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0E57168, AR Insurance License Number - 23•••24. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof./COMPLIANCE:20••••84/

Experience

1. Nflpa Registered Player Financial Advisor

   Nfl Players Association

   Jan 2014 — Present · San Diego, CA, US

   The idea for the NFLPA’s Financial Advisor Registration Program came from the players themselves. It was created to provide players with an additional layer of protection - not just from poor financial advice, but also from outright fraud. The principal intent of the Program is to benefit the players themselves.All financial advisors must have appropriate professional qualifications to be eligible to participate and pass a background investigation. The eligibility requirements for advisors include, but are not limited, to the following:1. Bachelor\'s degree from an accredited university.2. Minimum of eight (8) years of licensed experience (qualifying licenses include FINRA series licenses, Attorney, CPA or an insurance license).3. Minimum of $4 million of insurance coverage, through professional liability, errors & omissions or a fidelity bond.4. No civil, criminal or regulatory history related to fraud.5. No pending customer complaints or litigation at the time of application.6. Must not maintain custody of player funds unless deemed a qualified custodian.

Education

• New York University

  Professional Certificate in Financial Planning

  2012 — 2012

• Aji Network

  FInance

  2008 — 2011

• Hofstra University

  Bachelor of Science

  1994 — 1998

Skills

• Account Management
• Business Development
• High Performance Teams
• Leadership
• Financial Services
• Professional Liability
• Business Transformation