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We are pleased to announce that Michael Olivia, a member of our team at WestPac, has achieved an impressive ranking in the renowned Forbes Best-in-State Top Financial Security Professionals in 2023.
In the state of California, Michael has secured the remarkable position of #3, as well as a place in the Top 100 Financial Securiy Professionals nationwide. This esteemed recognition is a testament to Michael's exceptional experience in the field of financial security, as determined by SHOOK® Research.
To be selected for this esteemed award, SHOOK Research evaluated thousands of nominations from agencies across the country. After careful consideration, only 100 individuals were chosen to receive this prestigious honor, solidifying Michael's status as one of the top financial security professionals in the United States.
Throughout his career, Michael has demonstrated a remarkable ability to simplify complex financial strategies, making them easily understandable for his clients. This exceptional talent has been instrumental in his success, as he has consistently provided valuable insights to both his clients and their supporting advisors. As a Senior Partner at WestPac, Michael has played a crucial role in developing financial strategies that align with our vision of creating abundance for all our clients.
Michael has also established himself as a Certified Financial Planner, Exit Planning Professional and NFL Players Association advisor. His wealth of experience and warm personality has lead 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, including enhancing business value, identifying exit objectives, addressing employee incentive planning and retention, implementing business continuity strategies, and establishing wealth management, protection and preservation methods.
Michael's dedication to his clients, family, team and community has greatly contributed to him and his success. It is this unwavering commitment that has earned him the esteemed title of Top Best-In-State Financial Security Professional in California, recognized by Forbes.
We congratulate Michael on his outstanding achievements and are proud to have him as an integral part of our team at WestPac.
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Best-In-State Financial Security Professionals Lists 2022 & 2023 are based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.