Michael H. Olivia, CFP® CExP™
Senior Partner
Michael Olivia has the unique talent for taking complex financial strategies and transform 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, accrediting over 5000 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 Advisor Today’s prestigious “Four Under Forty” in 2010, an honor awarded to 4 out of 100,000 nominated Financial Service Professionals. In addition, his commitment to educating and improving the lives of both clients and peers has awarded him such industry distinctions as Board Member for NAIFA and AALU, as well as consistent President’s Council Member, planning committee member and platform speaker for other industry clubs.
Mike Olivia is known as a premiere Exit Planning Professional with his in-depth knowledge and application of the Seven Step Exit Planning Process™ and ability to counsel business owners and their advisors on a wide array of business issues ranging from building value within a business to identifying exit objectives, addressing key employee incentive planning and retention issues, incorporating business continuity planning and 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 via an extensive background review 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 that he uses with these professional athletes are the same techniques that 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 with 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.
Licensing: CFP®, CExP™, NFLPA Registered Player Financial Advisor, Registered Investment Advisor, Property & Casualty licensed, Life, Health, Accident and Variable Annuity licensed, Series 6, 7 and 66 licensed.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative 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 #0E57168 |AR Insurance License #2343024 | 2021-12799 Exp. 10/23