Associate Consultant / LPL Financial
As an Associate Consultant with the LPL Private Client Consulting team, John partners with Olson Wealth Group in developing customized solutions for their client’s unique investment and planning needs. Whether their client opportunities are individuals, families, or institutions, John supports the firm by helping them develop and present potential strategies, as well as provide ongoing support through practice management guidance and performance reporting capabilities.
Prior to joining the Private Client Consulting team in February of 2015, John was a Senior Platform Manager with LPL’s Investment Platform Solutions, in charge of developing and marketing LPL’s open architecture advisory platforms. Prior to that, John spent 4 years cultivating his industry knowledge and consulting skills as an Investment Product Specialist and as an Internal Advisory Consultant. John holds various industry credentials, including:
John is currently pursuing the CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) designation. Additionally, John earned a BS in Finance from the College of Business at San Diego State University, where he actively participated in their student Finance & Investment Society program.
This individual is not associated with Olson Wealth Group.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor,
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP, CERTIFIED
FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it
awards to individuals who successfully complete CFP Board’s initial and ongoing certification