Philip Olson (CFP®)
Philip Olson focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Divorce Planning
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Divorce Planning
Planning Specialties
My wife Julia and I both have one foot in the artistic/creative space (Theater majors at the UT Austin). We then went on to work in securities and insurance (me) and mortgages (Julia).
We focus on helping ARTISTS and CREATIVES thrive, grow, and prosper. We speak "Fluent Creative", and understand that feelings, emotions, and intangibles really matter in personal finance.
We therefore use language that's easy to relate to, techniques that focus on teaching, and help creatives with what they actually care about -- not pushing our own agenda.
Additional Information
I'm a CFP®... with a Fine Arts Degree. Crazy right?
WIth my background in both finance and the arts, I love to work with CREATIVES and ARTISTS to slay their money dragons.
We founded The Art of Finance LLC in 2015 with a single mission -- to teach creative-minded people that they CAN and SHOULD thrive with their finances.
We believe that you can follow your passion and make prosper financially at the same time. Crazy.
NAPFA Start Date
December 16, 2025
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.