Michael H. Olivia, CFP® CExP™

Michael Olivia has the unique talent for taking complex financial strategies and transforming them into something easily understandable. This has catapulted his success throughout his career. Mike graduated from Hofstra University in 1998 and began working in the Wealth Management/Financial Planning industry at that time. He later went on to continue his studies at New York University, earning a Professional Certificate in Financial Planning and completing over 5,000 hours of study on economics and the movement of money.

As a Senior Partner, Michael is responsible for authoring financial strategies that incorporate WestPac’s vision of abundance for clients and prospective clients alike. He has been recognized in the national media as one of Advisor Today’s prestigious “Four Under Forty” in 2010, an honor awarded to 4 out of 100,000 nominated Financial Service Professionals. In 2023, Michael was recognized as one of Forbes’ Top 100 Financial Security Professionals in the United States, as well as one of Forbes’ Best-in-State Financial Security Professionals for California. In addition, his commitment to educating and improving the lives of both clients and peers has earned him industry distinctions as a board member for NAIFA and AALU, as well as a consistent President’s Council member, planning committee member, and platform speaker for other industry clubs.

Mike Olivia is known as a premier Exit Planning Professional with his in-depth knowledge and application of the Seven Step Exit Planning Process™. 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. His ability to counsel business owners and their advisors on various topics includes:

• Building value within a business
• Identifying exit objectives
• Addressing key employee incentive planning and retention issues
• Incorporating business continuity planning
• Establishing wealth preservation

Mike is also a member of the NFL Players Association (NFLPA). The NFLPA credential includes an exclusive list of financial advisors across the country who have access to the NFL association. These advisors qualify through an extensive background review of their business practice model and client conduct. Mike’s association with the NFLPA has given him the opportunity to work with successful NFL players. The techniques he uses with these professional athletes are the same techniques he uses to help all of his clients reach their goals.

Michael and his wife, Tara, lead an active lifestyle in San Diego with their four children, Michael, Martina, Jordan, and Siena. Michael enjoys staying physically and mentally fit through CrossFit, yoga, and meditation. Michael loves being involved in his children’s lives, whether on the football or baseball field as a coach for his son’s teams, or in the stands as a spectator at his daughter’s gymnastics meets.