We are pleased to announce that Michael Olivia, a member of our team at WestPac, has achieved an impressive ranking in the renowned Forbes Best-in-State Top Financial Security Professionals. In the state of California, Michael has secured the remarkable position of #3, as well as a place in the Top 100 Financial Security Professionals nationwide. This esteemed recognition is a testament to Michael's exceptional experience in the field of financial services, as determined by SHOOK® Research.
To be selected for this esteemed award, SHOOK Research evaluated thousands of nominations from agencies across the country. After careful consideration, only 100 individuals were chosen to receive this prestigious honor, solidifying Michael's status as one of the Top Financial Security Professionals in the United States.
Throughout his career, Michael has demonstrated a remarkable ability to simplify complex financial strategies, making them easily understandable for his clients. This exceptional talent has been instrumental in his success, as he has consistently provided valuable insights to both his clients and their supporting advisors. As a Senior Partner at WestPac, Michael has played a crucial role in developing financial strategies that align with our vision of helping to create abundance for all our clients.
Michael has also established himself as a Certified Financial Planner, Exit Planning Professional, and NFL Players Association advisor. His wealth of experience and warm personality has led him to establish a Virtual Family Office for his clients and their advisors to collaborate on the goals and ambitions that are important to the wealth holder. He takes pride in advising wealth holders and their advisors on various critical business and family matters, including enhancing business value, identifying exit objectives, addressing employee incentive planning and retention, implementing business continuity strategies, and establishing wealth management, protection, and preservation methods.
Michael's dedication to his clients, family, team, and community has greatly contributed to him and his success. It is this unwavering commitment that has earned him the esteemed honor of one of the Top Best-In-State Financial Security Professionals in California, recognized by Forbes.
We congratulate Michael on his outstanding achievements and are proud to have him as an integral part of our team at WestPac.
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 2023 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. 2023-159178 Exp. 07/25