Patrick Olsen

About Patrick Olsen

Helping Christian Families Steward Wealth with Wisdom and PurposeSo you\'re a Christian financial advisor. What does that mean?Most families I work with aren’t chasing more—they’re seeking alignment.They’ve built careers and wealth, but now they’re asking deeper questions:• I’ve built my life to serve the Lord; how do I do that with my finances?• Is our giving tax-efficient?• Are our investments aligned with our values?• What concerns are preventing me from living the life I would like? • Will our kids be ready for what we leave behind?I help Christian families answer those questions with clarity and We Do TogetherWe organize your financial plan around kingdom values and wise strategy.That includes:• God-first cash flow• Retirement Spending Strategy• Kingdom-aligned investing• Tax-Efficient generosity• Real Estate and Trust/Legacy Planning• Education Savings• Risk Mitigation StrategiesEvery plan is tailored. Every conversation is grounded in faith and It’s Like to Work TogetherPlanning with me isn’t a sales pitch or a spreadsheet dump.It’s a thoughtful, prayerful process where we talk through your goals, thoughts, and worries, and build a plan tailored to your service to the Kingdom.We start by clarifying your family’s values and vision. Then we organize the financial clutter and build a strategy that’s simple, actionable, and aligned with what matters most—faith, legacy, and stewardship.You won’t be overwhelmed with jargon or rushed through decisions. Instead, we walk through each step together, making sure it fits your life and gives you confidence.It’s not about perfection—it’s about clarity, conviction, and you\'re a Christian family ready to realign your finances with your Mission, I’d love to connect.You don’t need to have it all figured out. You just need to start.Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Experience

1. Financial Advisor

   Raymond James

   Sep 2024 — Present

   As an Financial Advisor, I partner with clients to build better financial strategies that can help them confidently navigate their financial journey. I don\'t just look at finances, but also the causes and people that matter most for my clients. Whether you are in the accumulation phase, have a family, or nearing retirement, our process is designed to get you closer to your financial goals.

Education

• University of Southern California

  Bachelor's Degree, Political Science