THE OLIVIA TEAM

Definitive Strategies for Today's Leaders

Striving to build strategies and relationships to endure market cycles and generations.

 
Trusted Leadership and Financial Planning in Southern California

With over 19 years of experience in Business and Personal Financial Planning, Mike Olivia and his team focus on providing comprehensive planning solutions that integrate family, career and business ambitions.

Business Exit Planning

Personal Wealth Planning

Our Mission
 

Meet Our Team

With over 19 years of experience in Business and Personal Financial Planning, Mike Olivia and his team focus on providing comprehensive planning solutions that integrate family, career and business ambitions.

Check this investment professional's background:

Michael Olivia is a Registered Representative and Financial Advisor of Park Avenue Securities and a financial Representative of Guardian. CA license number: 0E57168

Michael Olivia

CFP®, CEXP, NFLPA

 
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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 FINRASIPC. OSJ: 4275 Executive Sq., Suite 800, La Jolla, CA 92037, 619.684.6400. PAS is an indirect, wholly owned subsidiary of Guardian. WestPac Wealth Partners and WestPac Wealth Partners & Insurance Services, LLC are not affiliates or subsidiaries of PAS or Guardian. | California Insurance License: WestPac Wealth Partners & Insurance Services, LLC.: 0I29680  | 2020-104595 Exp. 07/22 | Terms of Use | Online Privacy Policy | Important Disclosures