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.