Robert M. Olsen
Senior Wealth Advisor @Advisors Capital
San Francisco, CA, US
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WORK HISTORY
Apr 2022 — Present
Senior Wealth Advisor @Advisors Capital
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Asset Management Wealth Management An investment advisory firm
SKILLS
Investment Portfolio DesignRetirementMicrosoft OfficeRetirement PlanningWealth ManagementManagement401(K) RolloversMicrosoft ExcelWealthMutual Funds529 College PlansEvent PlanningEstate PlanningFinanceInvestment ManagementInvestmentsAsset AllocationStrategic Financial PlanningFinancial AdvisoryStrategic Planning
ABOUT ROBERT M. OLSEN
Robert Olsen has over 18 years of experience in successfully delivering wealth advice and…
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