We are thrilled to announce that Michael Olivia, Senior Partner at WestPac Wealth Partners, has been awarded the prestigious title of Forbes Top Financial Securities Professionals Best-In-State for Florida. Ranking #8 in the state and securing a spot in the Top 100 Financial Security Professionals nationwide, Michael’s dedication and experience have earned him this well-deserved recognition.
Michael is instrumental in crafting financial strategies that align with WestPac’s vision of abundance for clients. His innovative approach and strategic foresight have made him a trusted advisor and a pillar of excellence within our organization.
He is renowned for his mastery of the Seven Step Exit Planning Process™. His experience includes building business value, identifying exit objectives, planning key employee incentives, ensuring business continuity, and preserving wealth. He has established a Virtual Family Office, where clients and their advisors collaborate seamlessly on achieving financial goals.
Michael’s integrity and his experience have earned him a place in the NFL Players Association (NFLPA), enabling him to work with successful NFL players. The techniques he uses with professional athletes are the same strategies he employs to help all his clients reach their financial goals.
Beyond his professional achievements, Michael is celebrated for his warm personality and genuine care for his clients. He advises wealth holders and their families on critical business and family matters, ensuring their financial well-being and peace of mind.
This recognition as one of Forbes Top Financial Securities Professionals is a testament to his commitment to excellence and his profound impact on the financial futures of his clients. We are proud to have him as a leader at WestPac Wealth Partners and look forward to his continued success.
For more information on Michael Olivia and his remarkable achievements, please visit his Forbes profile: https://www.forbes.com/profile/michael-olivia/?list=best-in-state-financial-security-professionals
Nash Subotic is a Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0F93109. | 2024-179706 Exp. 08/26
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Best-in-State Financial Security Professionals Lists 2023 & 2024 are based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.