Jeff Olsen Email & Phone Number
Founder and Family Wealth Strategist
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Jeff Olsen Location
- Newport Beach, CA, US
Jeff Olsen Work
- Founder and Family Wealth Strategist @ Family Wealth Strategists, LLC (May 2026 - Present)
- Financial Advisor @ (May 2026 - Present)
- Financial Advisor @ (June 2024 - July 2026)
- President @ Pacific Financial Group, LLC (September 2017 - October 2023)
- President @ (September 2017 - October 2023)
- President @ The Elements Financial Group, LLC (name change to Pacific Financial Group, LLC) (May 2008 - September 2017)
- Regional V.P. @ John Hancock Wood Logan (January 1993 - January 2008)
Jeff Olsen Education
- UC Irvine
Social Ecology (Psychology and Social Behavior)
1990-1992
Jeff Olsen Skills
- Accredited Investment Fiduciary (AIF®)
- Financial Planning
- Microsoft Office
- Project Management
- Leadership
- Finance
- Management
- Strategic Planning
- Product Development
- Sales
- Industrials
- Macedonian
Jeff Olsen Summary
- Jeff Olsen, based in Newport Beach, CA, US, is currently a Founder and Family Wealth Strategist at Family Wealth Strategists, LLC. Jeff Olsen brings experience from previous roles at Integrity Wealth Management, Newport Beach, Pacific Financial Group, LLC and RiskPro® by ProTools, LLC.. Jeff Olsen holds a 1990 - 1992 Social Ecology in Psychology and Social Behavior @ UC Irvine. With a robust skill set that includes Accredited Investment Fiduciary (AIF®), Financial Planning, Microsoft Office, Project Management, Leadership and more. Jeff Olsen has 1 emails and 4 mobile phone numbers on RocketReach.
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