Office located at 13104 Philadelphia St. Suite 207 Whittier, CA 90601
Additional offices by appointment only.
Oliver manages our Whittier office and brings over 20 years of experience in Financial Services, advising clients internationally, having operated out of the UK as a British national. His global experience brings a wealth of knowledge to the team, and he effectively leverages the expertise of specialists around him to deliver holistic, customized plans tailored to individual client needs. He resides in Whittier with his wife, Michelle, and is an active member of the community.
Educated in Scotland at the University of Stirling, he obtained a Bachelor of Arts degree in Business with Economics, gaining further professional qualifications whilst working for a firm of Stockbrokers in the City of London. His background & passion for investments provides a foundation which enables him to construct client portfolios & implement strategies which allow clients to secure and protect their financial freedom.
As a Retirement Specialist, he can educate clients and provide sustainable solutions, so they are able to navigate & prepare for their retirement.
“A goal without a plan is just a wish" Antoine de Saint-Exupery