Eric Olsen, CFP

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Owner, Principal, Fee-Only CERTIFIED FINANCIAL PLANNER

Eric founded the firm back in 2016 in Boston, MA. Eric graduated in the top 10% of his class from the United States Air Force Academy in 2010 with a Bachelor of Science in Management and a minor in Foreign Languages (Spanish). Later, Eric graduated with a Master of Liberal Arts, Finance, degree from the Harvard Extension School in 2017 receiving the Dean's List Academic Achievement Award. Eric has also worked as a Program Manager for the US Air Force and an undergraduate instructor of finance and accounting courses. 

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Eric S. Olsen
Husband, Dad, Program Manager, Principal of Olsen Family Financial, and CFP® Fee-Only Advisor

I started this firm in large part due to the influence of my own family growing up. We had a peaceful home. A happy home. We didn't live extravagant lives (by any means) but I don't really ever remember my parents arguing. I didn't know it at the time, I thought all families simply lived that way, but looking back it's clear that by being on the same page financially, my parents were able to virtually eliminate the #1 cause of divorce, and family strife. Now as the father of three daughters and a son, my wife and I strive to bring that same peace and security into our own home. And that's the same peace of mind and prosperity that I strive to bring to my clients every day. What is your "WHY"?

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