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Jeff Olsen

Financial Advisor, AIF®

Jeff Olsen is a seasoned financial advisor at Integrity Wealth Management, located in Newport Beach, California. He has over 30 years of experience in the financial services industry, having begun his career in 1993. Throughout his professional journey, Olsen has built a reputation for integrity, professionalism, and a strong commitment to client needs .234

Olsen graduated Magna Cum Laude from the University of California, Irvine, which laid a solid foundation for his extensive career in finance. He specializes in providing comprehensive financial planning and investment advisory services, focusing on tailoring strategies that align with his clients' unique financial goals and lifestyles .25

At Integrity Wealth Management, he is part of a team that emphasizes a holistic approach to wealth management, integrating various aspects of financial planning to help clients navigate their financial journeys effectively .12

Highlights

Aug 16 · linkedin
Aug 16 · linkedin

I’m happy to share that I’ve obtained a new certification: Honored Listee from Marquis Who's Who!

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Jeff Olsen
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Location

Corona del Mar, California, United States