Michael Olivia, CFP®, CExP™ has reached the top spot in North Florida on Forbes' 2026 Best-in-State Financial Security Professionals list, and ranks #26 nationally on the Top 100 Financial Security Professionals list.
Michael plays a pivotal role in shaping financial strategies that align with WestPac's commitment to client prosperity. His innovative approach and strategic foresight have positioned him as a respected advisor and a cornerstone of excellence within our firm.
He has built his practice around a simple idea: a client's financial life works better when every professional on their team is talking to each other. He brings CPAs, attorneys, and other advisors into one coordinated planning process instead of leaving clients to manage separate relationships on their own. As a CFP® and CExP™, Michael uses that same collaborative model whether he's working with a business owner, an executive, or a family managing wealth across generations. Clients come to him for a plan. They stay because someone is finally connecting the dots between the professionals already in their corner.
Based in Tampa, Florida, Michael works closely with business owners planning a future exit, whether that means a sale, a transition to the next generation, or handing the reins to a key employee. As an exit planning advisor, he helps owners understand what their business is worth today, then builds a plan to work towards closing the gap between that number and their goals. It's work that plays out over years, not quarters, and it shows up in the outcomes clients land on when the exit finally comes.
"This recognition means a great deal, especially reaching #1 in North Florida this year. Our team's focus has always been the same. Identify what's not working, keep every professional on a client's team communicating, and stay aligned on the outcomes that matter most to them. I'm proud of the work behind this ranking, and I hope it encourages other advisors, business owners, and athletes to keep raising the bar." - Michael Olivia
This recognition reflects Michael's continued commitment to excellence and his deep impact on the financial futures of his clients. We're proud of his leadership at WestPac and excited to see what's next.
WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0I29680 | This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professionals List 2026 is 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. | 9049616.1 Exp. 07/28