Ultimately, he believes that his greatest legacy will be the lives he touches and how those individuals continue to spread kindness and support to others.
NEWPORT BEACH, CA, August 16, 2024 /24-7PressRelease/ -- Jeff Olsen has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Professional Overview: Mr. Olsen is a distinguished financial services professional with over 30 years of experience. He has been serving as a financial adviser at Integrity Wealth Management in Newport Beach since April of 2024. His career is marked by significant achievements, including his role in co-founding The Elements Financial Group LLC in 2008, where he played a pivotal role in developing an innovative asset management platform and the groundbreaking RiskPro® software.
In 2017, Elements merged with The Pacific Financial Group, Inc. (TPFG), expanding its reach and capabilities. By December 31, 2023, the firm managed over $3.7 billion in assets under discretionary and non-discretionary advisement. Mr. Olsen's leadership and innovative strategies were instrumental in this growth.
Early Career: Mr. Olsen began his career at John Hancock Wood Logan in 1993, where he was influenced by a renowned wholesaling team. He credits the company's culture of excellence, integrity, and teamwork as foundational to his professional ethos.
Recent Developments: After retiring from TPFG on September 30, 2023, Mr. Olsen took his time to consider his next steps. During this time, he recognized the fulfillment he could find in offering comprehensive financial planning to a select number of families. Over his career, Olsen had the luxury of a panoramic view of the landscape of financial professionals, which made his decision to join Integrity Wealth Management to collaborate with his long-time friend and colleague, Ralph Adamo, an easy one. The two have a shared philosophy, synergistic expertise and Mr. Olsen strongly believes this partnership would enable him to make the most significant positive impact.
Personal Attributes: Mr. Olsen is known for a positive attitude, a burning desire to have a meaningful impact on people's lives, and a commitment to continuous learning. He attributes success to the support of his family and surrounding himself with people that inspire him to become better every day.
Personal Interests: Outside of work, Mr. Olsen enjoys time with his family and friends, walking his dog, playing pickleball, traveling, and spending time at the beach. He is committed to personal growth, balancing mind, body, and spirit, and prioritizes family and community involvement.
Philosophy and Future Goals: Mr. Olsen is deeply connected to his spiritual beliefs, embracing a mindset of abundance and a commitment to doing good. He prioritizes kindness, support, and a client-centered approach in his work. His future goals include building lasting relationships with a select group of clients, assisting them in defining their family values and priorities, and serving as their trusted advisor for all financial matters.
Legacy: Having experienced the effects of cancer and mental illness within his own family, he is dedicated to serving those affected by these challenges. He is passionate about teaching and equipping children with the financial knowledge they need to succeed. Ultimately, he believes that his greatest legacy will be the lives he touches and how those individuals continue to spread kindness and support to others.
Educational Background:
• University of California, Irvine: Graduated magna cum laude with a degree in Social Ecology, Emphasis in Psychology and Social Behavior, 1992.
• Certifications: Accredited Investment Fiduciary.
Jeffrey Olsen offers Investment Advisory services through Kovack Advisors, Inc., an SEC Registered Investment Advisor 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308, (954) 782-4771. Integrity Wealth Management is not affiliated with Kovack Advisors, Inc.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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