Olivia joined Callan Capital in June 2018 as Managing Director of Financial Planning. She is responsible for managing client relationships and overseeing the firm’s financial planning.
Prior to Callan Capital, she spent four years at Commonwealth Financial Network, an independent broker/dealer, as an Advanced Planning Consultant, providing financial advice on all areas of financial planning, including business, tax, education, estate, Social Security, and retirement income planning. Prior to Commonwealth, Olivia was a business attorney in Dallas.
Olivia earned a B.B.A in business from the University of San Diego and a Juris Doctor and M.B.A. in finance from Syracuse University in New York. She also holds a Certified Financial Planner Designation and is a member of the State Bar of Texas.
As a native San Diegan, Olivia enjoys being outdoors and staying active with her three dogs and cat. She is a board member and an active volunteer at Vida Joven de Tijuana, an orphanage in Tijuana, Mexico.