Whitney Olson
Licensed Financial Coach at Wealthsmyth
- Role
- Licensed Financial Coach - Marketing Director at Wealthsmyth Agency
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Whitney Olson
Compassionate and results-driven Certified Occupational Therapy Assistant (COTA) with 15+…
Experience
Licensed Financial Coach - Marketing Director
Feb 2024 — Present · Philadelphia, PA, US
Lead and mentor a dynamic team of financial professionals, fostering growth and expertise in key areas, including:Tax-advantaged wealth accumulation strategiesAsset protection and qualified plan rolloversCollege education fundsDebt management and consolidationInfinite banking and family banksLife insurance and living benefitsEstate and legacy planningIndexed growthBusiness owner strategiesFinal expense plansEnsure consistent professional development through specialized training, guiding the team to deliver exceptional financial solutions.
Education
George Mason University
Bachelor's Degree
2015 — 2018
Warren Wilson College
Master's of Fine Arts - Master's Degree
2019 — 2022
Community College of Allegheny County
Associate’s Degree
2005 — 2008
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