Arlen Olberding (CFP®, MBA)
Arlen Olberding focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Three Reasons to Choose Guidepost
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Independence - We work for you, period. Being a fee-only financial planner, we are compensated solely by our clients. We do not accept sales commissions – we work only for our clients. Because we do not sell financial products such as investments and insurance, there are no third-party relationships or outside influences to color our thinking or financial recommendations.
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Experience - Up-and-down markets, inflation, principal protection, tax minimization – you know the challenges. So, as you’d guess, experience matters. Guidepost Financial Planning brings the following experience to each and every relationship: • Over 15 years in financial services • MBA in finance and international business • 403(b), 401(k), TIAA-CREF, TSP, FERS, CSRS and Deferred Compensation Program expertise • CERTIFIED FINANCIAL PLANNERTM, NAPFA, Garrett Planning Network and Better Business Bureau affiliations • NAPFA board member (West Region) • Financial Planning Association residency at DePaul University • Contributor to industry articles including the Wall Street Journal, Money Magazine, Smart Money, CNN Money, Redbook and 9News.com
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Trust - One of the main reasons people defer financial planning is that they don’t know who they can trust. Guidepost Financial Planning takes your trust very seriously. We are not only CERTIFIED FINANCIAL PLANNER(TM) practitioners, but have voluntarily committed ourselves to acting as a fiduciary in your behalf. Simply put, we work for you. We must place your interests ahead of ours.
Additional Information
Arlen T. Olberding, MBA, CFP®, founded Guidepost Financial Planning after over fifteen years in the financial services industry. His strong desire to bring high quality, objective financial advice to people from all walks of life is complimented by his background in banking, mutual funds and wealth management.
NAPFA Start Date
April 30, 2008