Olson Associates
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"The Financial MAXI-MISER Process"

CONNECT

Address:

701 Bombay Lane
Roswell, GA 30076-5817

Phone:

770-740-8744

Fax/Other:

770-740-8562

Erick Olson, CFP®

Erick Olson, CFP®

With 20 years of experience in the Financial Planning business, Erick leads the firm in strategically helping clients reach saving and investing goals. Erick builds a financial plan based on all aspects of their financial lives including Retirement Empowerment, Children's Educations, Survivor Needs Planning and Estate Planning.

 

Erick’s genuine interest in his clients creates relationships founded in friendship and professionalism. With a belief that planning and executing financial goals are fundamental for families, Erick ensures that clients remain on track to Retirement while preserving and building their savings.

 

Financial Planning is not just about saving and investing, it is about forecasting and accommodating for lifestyle, milestones and goals on an ongoing and consistent basis.

 

EDUCATION & CERTIFICATIONS

 

Erick is a CERTIFIED FINANCIAL PLANNER ™, which is a certification requiring a rigorous exam and adherence to a proven record of professional standards. In addition to regular continuing education, Erick has a fiduciary responsibility to always act in his client’s best interests.

 

Erick is a graduate of the Oglethorpe University Certified Financial Planner program. He earned his Bachelor of Business Administration (BBA) with a major in Marketing from Valdosta State University in 1998.

 

COMMUNITY SERVICE

Erick has volunteered as a “Money Matters” teacher providing financial education to people seeking financial assistance. He also donates his time to important causes like Angel Flight of Georgia.

 

FAMILY & INTERESTS

Erick, his wife Liz, and 2 daughters, Maggie and Claire, live in Woodstock, Georgia. The Olsons enjoy traveling to beach destinations and historical learning trips across the U.S. Erick also loves music, cooking, and shooting sports.

 
 

 

 

 

 

 

 

 

 

 

 

 

 

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