Olivia Mussett
Financial Planner at Mussett Wealth Management | Retirement Goals Specialist
- Role
- President at Mussett Wealth Management
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
About Olivia Mussett
I am a CERTIFIED FINANCIAL PLANNER™ certificant and fiduciary, providing comprehensive…
Experience
President
Sep 2011 — Present · Albany, NY, US
Mussett Wealth Management is a financial planning and Registered Investment Advisory firm located in North Greenbush, New York. We offer comprehensive financial planning, that encompasses retirement, estate, education and risk planning and investment management, to individuals, families, charities and small businesses.Our goal is helping clients make wise and informed choices with their money. Mussett Wealth Management integrates retirement, risk, estate and education planning with investment management and tax strategies to help our clients achieve the life and retirement they desire. We work with families and individuals in a comfortable setting where relationship building is a priority
Education
The Culinary Institute of America
AOS, Pastry Arts
1992 — 1993
The American College of Financial Services
Certified Financial Planner designation, Financial Planning and Services
2005
Skills
- Insurance
- Personal Finance
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Investment Advisory
- Series 7
- Financial Planning
- Finance
- Estate Planning
- Employee Benefits
- Long Term Care Insurance
- Personal Financial Planning
- Investments
- Asset Allocation
- Risk Management
- Financial Planners
- Wealth Management
- Financial Advisory
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