Conrad Sundqvist-Olmos, CFP

I help clients navigate the complexities of wealth management by creating personalized financial roadmaps that are both strategic and easy to understand. Each plan integrates key areas of investment planning - asset allocation, tax analysis, risk mitigation, estate considerations, and access to specialized resources - to provide a comprehensive approach to growing your net worth, planning for retirement, or building a lasting legacy. Individuals, families, and business owners work with my team and I not just for guidance, but for a trusted collaboration that brings clarity and confidence to their financial journey. In addition to investment planning, my team offers clients access to private equity investments, options strategies for concentrated stock positions, insurance planning, as well as access to Wells Fargo's banking and custom lending solutions. I take pride in being part of a family practice that has delivered exceptional service to clients across the country for over 33 years. I hold a BFA from Boston University with a concentration in Business Administration, completed my education in financial planning through UC Berkeley, and have earned the professional designation of CERTIFIED FINANCIAL PLANNER?. Away from the office, I enjoy cooking with herbs from my garden and producing music. My fianc?, Christiana and I live in Long Beach with our cat Io.