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Address:

Oakbrook Office Park
701 Bombay Lane
Roswell, GA 30076-5817

Phone:

770-740-8744

Fax/Other:

770-740-8562

Erick Olson, CFP®

Erick Olson, CFP® has grown up in the financial planning business for 16 years and earned his designation of CERTIFIED FINANCIAL PLANNER™ in 2010.  His client relationships are based on trust, openness and good communications.  Through financial planning, Erick works with his clients to discover their goals and dreams, and create a solid plan together that can help make those dreams come true.  Erick enjoys explaining complex planning strategies clearly and concisely, through the use of "The Financial MAXI-MISER Process"sm which helps his clients make effective decisions.  His recommendations are unbiased because he represents his clients - not a product or company.

Erick earned his Bachelor of Business Administration (BBA) with a major in Marketing from Valdosta State University in 1998.  Achieving CFP® designation involved three years of comprehensive studies including investments, risk management, tax planning, retirement planning and employee benefits, and estate planning.  Erick is an Investment Advisor Representative and holds the Series 7 and Series 63 securities licenses awarded and governed by Financial Industry Regulatory Authority (FINRA). 

Erick is a current member of the Greater North Fulton Chamber of Commerce.  Erick has been a long time volunteer at North Fulton Charities.(NFCC) Erick teaches money management  and helps participants understand budgeting basics and setting spending priorities.

Erick's past work history includes Investors Financial Group (IFG Network Securities) in Atlanta, GA in compliance and securities licensing.

Erick, his wife Liz and their 2 year old daughter Maggie live in Woodstock, GA.  Liz is a graduate of Georgia Tech with a degree in Industrial Engineering.  They are expecting their second daughter in the Fall of 2014.  Erick has a love of cooking and it's usually with his "Big Green Egg" producing amazing creative results.  Erick enjoys traveling to beach destinations and historical learning trips throughout the Southeast with his family and friends.

 

Fee based advisory services offered through Olson Associates, a Registered Investment Advisor. 
Advisory services available only to residents of Georgia (GA).

Securities offered through Securities Service Network, a registered broker/dealer.
Member FINRA & SIPC.
 


 

 

 

Phone 770-740-8744
Fax 770-740-8562
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck