Trusted Advisor...

Experience

Dan Olson, Principal, is a financial professional with 30 years of banking experience with Citibank and other major financial organizations, providing clients money-saving analysis and advice related to debt management, investment policy, asset valuations, insurance and credit.

Education and Certifications

• Chartered Financial Analyst (CFA)
• Certified Financial Planner (CFP®)
• Registered Investment Advisor (RIA)
• Professional Certificate in Taxation, St. John’s University Tobin Graduate School of Business
• MBA in Finance and a Masters in International Affairs from Columbia University
• BA in Economics from the University of Wisconsin, Madison
• Member New York Society of Security Analysts, CFA Institute, Financial Planning Association and National Association of Tax Professionals

Community
Dan has a long time commitment to his community. He has 20 years of leadership in the Boy Scouts of America where he has received the Silver Beaver and District Award of Merit, and currently serves as Queens District Chairman.

He is also an active member in his religious organization where he is a Trustee of the Endowment, musician and Treasurer.