We’re proud to announce that Michael Olivia, CFP®, CExP ™ has been honored as one of Forbes' Top 100 Financial Security Professionals nationwide, and achieving the #2 spot in Florida on the 2025 Best-In-State 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 trusted advisor and a cornerstone of excellence within our firm.
Known for his mastery of the Seven Step Exit Planning Process™, Michael excels in enhancing business value, defining exit objectives, designing key employee incentives, ensuring business continuity, and preserving wealth. He has established a Virtual Family Office to facilitate seamless collaboration between clients and their advisors in helping to achieve their financial goals.
Michael’s integrity and extensive experience have earned him recognition from the NFL Players Association (NFLPA), allowing him to assist successful NFL players. The strategies he uses with professional athletes are the same strategies he employs to help all his clients on their financial objectives.
“This accolade holds special meaning as it highlights the tangible impact of our daily work with individuals,” Michael commented. “Our team’s role is to identify potential inefficiencies, guarantee effective communication among professionals, and ensure unified efforts toward our clients’ financial objectives. We aim to inspire other advisors, business owners, and athletes alike.”
Being ranked among the Top 100 nationwide and #2 in Florida underscores Michael’s commitment to excellence and his profound impact on the financial futures of his clients. We take pride in his leadership at WestPac Wealth Partners and look forward to his continued success.