Michael Olivia
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Michael Olivia
2888 Loker Ave East, Suite 219
Carlsbad, CA 92010
2888 Loker Ave East, Suite 219
Carlsbad, CA 92010
Categories: Financial Advisors, Financial Consultant
Southern California is Financial Advisor with over 18 years of experience.
Mike Olivia provides a comprehensive planning solution for business owners, their families, and key executives. The goal of most business owners is to successfully transition their business, capitalizing on their life is hard work.
We work with business owners and their advisors to evaluate their current plan and bring forth ideas to promote increased valuation and assist in the transfer of the business to a third party, co-owner, family member or key employee group through discounting and tax efficiency strategies.
Our clients expect high levels of expertise and service with strategies and solutions focused on their vision for the future. We have built our practice around our clients, focusing on their interests and building relationships that endure market cycles and generations.
Keywords: Michael Olivia, Wealth Management Solutions, Business Continuity Planning, Advanced Estate Planning Solutions, Investing and Investments, Business Financial Planning, Personal Financial Planning, Business Exit Planning, Personal Wealth Planning, Financial Consulting
Mike Olivia provides a comprehensive planning solution for business owners, their families, and key executives. The goal of most business owners is to successfully transition their business, capitalizing on their life is hard work.
We work with business owners and their advisors to evaluate their current plan and bring forth ideas to promote increased valuation and assist in the transfer of the business to a third party, co-owner, family member or key employee group through discounting and tax efficiency strategies.
Our clients expect high levels of expertise and service with strategies and solutions focused on their vision for the future. We have built our practice around our clients, focusing on their interests and building relationships that endure market cycles and generations.
Keywords: Michael Olivia, Wealth Management Solutions, Business Continuity Planning, Advanced Estate Planning Solutions, Investing and Investments, Business Financial Planning, Personal Financial Planning, Business Exit Planning, Personal Wealth Planning, Financial Consulting
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Interview Q&A
How long have you been in business?
Since 1999
What is your primary product or service?
Business Exit Planning, Personal Wealth Planning
Which areas do you service?
Nationwide - FOCUS is Southern California
Who owns your company or runs daily operations?
Michael Olivia
What are your hours of operation?
Monday-Friday 6 am to 5pm
Since 1999
What is your primary product or service?
Business Exit Planning, Personal Wealth Planning
Which areas do you service?
Nationwide - FOCUS is Southern California
Who owns your company or runs daily operations?
Michael Olivia
What are your hours of operation?
Monday-Friday 6 am to 5pm
Contact Michael Olivia:
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