Biographies

Biographies

John A. Olson, CFP®, AIF®

  • Graduated with a degree in accounting from UMass Amherst
  • CERTIFIED FINANCIAL PLANNER professional since 1987
  • John has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360 and has received formal training in investment fiduciary responsibility
  • Fellow of the Life Management Institute (FLMI)
  • Registered Representative, Commonwealth Financial Network®
  • Investment Adviser Representative, Commonwealth Financial Network
  • Member of the Financial Planning Association

Erik J. Olson

  • Graduated with a degree in finance from Boston College
  • Certified for Long-Term Care (CLTC®)
  • Investment Adviser Representative, Commonwealth Financial Network®
  • Registered Representative, Commonwealth Financial Network
  • Certified Fund Specialist® (CFS®)