Larry Olson, CFP®

Phone: 770-740-8744
Fax: 770-740-8562

Academic Repertory

Certified Financial Planner (CFP ®) - The esteemed professional designation awarded by the International Board of Standards and Practices for Certified Financial Planners, Inc.  Two years of comprehensive studies, completed in 1989, included: investments, risk management, tax planning, retirement planning and employee benefits, and estate planning.

Estate Planning - Specialized training provided by Renaissance, an industry leader in estate planning.  My studies focused on advanced level techniques for maximization of assets and minimization of tax liability.

Registered Principal, Registered Representative - Five securities licenses ranging from general to supervisory in nature, awarded and governed by the National Association of Securities Dealers (NASD).  Additional licenses held to utilize a wide spectrum of insurance products.

Bachelor of Arts (BA) - Graduated 1957 with a major in Bible, Theology and Education.

Continuing Education - Chosen by Sears to attend several graduate programs in general management, financial management, and economics.  I continue to involve myself in specialized training programs, with a personal commitment of no less than 100 hours of continuing education per year.

Occupational History

1957 - 1979.  Sears, Roebuck & Co.  Started as a local manager trainee and advanced to a national sales manager with responsibility for overall profits and losses for the national laundry appliance department, which accounted for $850 million in sales annually.

1981 - present.  Independent Financial Planner, specializing in providing solutions to financial situations that range from individual to estate.  Each member of the family or company is included in the process of Financial Planning.  Through teaching and implementing investment strategies, I provide health financial futures for clients.

1998-1999.  Serve on the Securities Legislation subcommittee of The Securities Committee of Corporate, Banking and Securities Law Section, State Bar of Georgia.

Professional Societies – Financial Planners Association, Renaissance Trust Licensee.

Media/Financial Radio Host

Speaker at numerous national conventions on personal financial planning topics

WSB Financial Show Co-Host, 1990-1993.

WNIV Money Talks Host 1995-1998.

WGUN Money Talks Host 1999-2001

WGKA "Right on the Money Live Host 2007-2009 .

Securities offered through Securities Service Network, Inc. a registered broker/dealer.

                                                     Member FINRA and SIPC