Andrea Oliver (CFP®)

Andrea Oliver focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

self-employed individuals in technology and creative fields tax planning, retirement planning, financial life conversations RSU's and variable benefits analysis

Additional Information

Hello! I'm interested in meeting you. To learn more about our financial life planning process, please email me to set up a short call and subsequent initial meeting to see if we are a good match.

NAPFA Start Date

September 07, 2018


This Office

5337 N Spaulding Ave Chicago, IL 60625-4721 Phone: (773) 991-8284