Joe Olivo
CFP®, CRPC™, CRPS™
Here to act in your best interests
About me
With a background in investment advice, I am dedicated to helping clients achieve financial security. Originally from Boston, I’m a former college athlete, part of a big Italian family, and a true foodie. Now living in Phoenix, I cherish quality time with my family above all.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Chartered Retirement Planning Counselorâ„¢
Chartered Retirement Plans Specialistâ„¢
Education
Bachelor of Science, Tourism Management - Arizona State University
Visit one of our Locations
Phoenix - Emerging Investors
4742 N. 24th Street
Suite 270
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
