Kevin Olison - Owner of Olison & Company - Financial Planning & Wealth Management - San Ramon, California

In the dynamic world of personal finance and wealth management, Kevin Olison, the Owner of Olison & Company, stands as a dedicated professional committed to guiding individuals and families towards achieving their financial aspirations. Operating his firm from the heart of California's Silicon Valley, Olison & Company offers specialized financial planning services alongside comprehensive investment management. This approach positions the company to cater effectively to clients seeking both strategic direction and the execution of their investment strategies. The firm's location at 111 Deerwood Rd STE 200, San Ramon, CA 94583 places it within a region known for its affluent population and diverse economic landscape, suggesting a client base accustomed to sophisticated financial services.

Core Offerings: Financial Planning and Investment Services

At the heart of Olison & Company's service model lies the provision of tailored financial planning. This involves a thorough assessment of an individual's financial situation, encompassing income, assets, liabilities, risk tolerance, short-term goals, and long-term objectives. Kevin Olison and his team work diligently to translate this analysis into a customized roadmap. This roadmap typically includes strategies for retirement planning, college funding for dependents, tax optimization, estate preservation, and the creation of a sustainable income stream during retirement. The emphasis is on holistic planning, ensuring that all aspects of a client's financial life are aligned towards their unique vision for the future.

Complementing the planning services is the firm's expertise in investment services. Once the financial plan is established, the implementation phase involves selecting appropriate investment strategies and constructing portfolios. Kevin Olison leverages his market knowledge and analysis to make informed decisions regarding asset allocation, security selection, and risk management. The goal is to build diversified portfolios designed to meet specific return objectives while managing volatility according to the client's tolerance. The investment process likely includes ongoing monitoring, periodic rebalancing, and adjustments to the portfolio's strategy as market conditions evolve and client goals shift. This blend of planning and execution offers clients a cohesive approach to managing their wealth.

Location and Accessibility: A Considerate Approach

Nestled in San Ramon, a city in the eastern part of the San Francisco Bay Area within California, Olison & Company benefits from the area's infrastructure and affluent demographics. The physical address, 111 Deerwood Rd STE 200, San Ramon, CA 94583, indicates a professional office setting likely equipped with modern technology and resources to support comprehensive financial advisory services. San Ramon itself offers a pleasant environment with good amenities, schools, and proximity to other parts of the Bay Area, making it a desirable location for professionals and clients alike.

Notably, Olison & Company demonstrates a commitment to accessibility by highlighting wheelchair-accessible features. The office boasts an accessible car park and an accessible entrance, ensuring that physical barriers do not impede anyone's ability to access the services offered. This focus on inclusivity reflects a broader consideration of client needs beyond just financial advice, fostering an environment where individuals with varying physical capabilities can engage comfortably and effectively. For those who prefer or require remote consultations, it is strongly recommended to schedule appointments, suggesting a combination of in-person and potential virtual interaction methods.

Reputation and Client Feedback

The reputation of any financial advisory firm is paramount in an industry built on trust and long-term relationships. While direct client testimonials are often kept confidential due to the sensitive nature of financial discussions, Olison & Company has active Google My Business presence. Currently, the firm displays 2 reviews on its Google listing. A significant point of interest is the average rating reflected in these reviews, which stands at a perfect 5/5 stars. This high score, coupled with the presence of client reviews, suggests a strong level of satisfaction among those who choose to share their experience. It indicates that clients value the personalized service, the competence of Kevin Olison, and the overall professionalism associated with the firm. Although the sample size is small, a perfect rating from existing reviews is a positive indicator of service quality.

Why Consider Olison & Company

For individuals and families in the San Ramon area or those seeking financial guidance from professionals within the Bay Area, Olison & Company presents a compelling option. The firm's focus on both comprehensive planning and disciplined investment management addresses the core needs of wealth accumulation and preservation. Kevin Olison's role as the owner suggests direct involvement in client relationships and strategic decision-making, potentially offering personalized attention. The emphasis on accessibility further enhances the client experience, ensuring that geographical or physical limitations do not hinder engagement.

When considering engaging with Olison & Company, it is advisable to initiate the process by requesting a consultation or scheduling an appointment, especially for those who value a structured approach or prefer face-to-face interactions. Prospective clients may also wish to explore the firm's website, www.olisonandcompany.com, for more detailed information regarding specific services, investment philosophies, or potentially educational resources. Reaching out via phone at 925-855-3230 provides a direct line to the firm to ask specific questions or arrange an introductory meeting. The recommendation to schedule appointments underscores the importance of dedicated time for thorough financial discussions, ensuring that clients receive the attention their complex financial needs warrant.

In conclusion, Olison & Company, under the leadership of Kevin Olison, offers a focused service in the realm of financial planning and investment management. Their San Ramon location, commitment to accessibility, and strong online reputation (as evidenced by a perfect 5/5 rating from two Google reviews) position them as a potentially valuable resource for individuals seeking expert guidance to navigate their financial futures. The integration of comprehensive planning with disciplined investment execution aims to build lasting wealth and security for clients.