Eric Olsen PhD, 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). In 2017, Eric graduated with a Master of Liberal Arts, Finance, degree from the Harvard Extension School receiving the Dean's List Academic Achievement Award, and in 2024 Eric completed his Ph.D. at The Ohio State University with a research focus on housing wealth and life insurance. Eric has also worked as a Program Manager for the US Air Force and as 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 happy home. We didn't live extravagant lives (by any means) but I don't hardly 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"?
