Conrad Sundqvist-Olmos, CFP

I advise individuals, families, and entrepreneurs on the strategic management of their wealth, bringing clarity and structure to increasingly complex financial lives.

As part of The Olmos Wealth Management Group of Wells Fargo Advisors, a multigenerational team with over three decades of experience, I combine a modern perspective with a disciplined, time-tested approach. Together, we help clients make informed decisions across investments, tax considerations, liquidity planning, and long-term wealth transfer by translating sophisticated strategies into clear, actionable guidance.

Our clients often come to us navigating concentrated positions, business ownership, or evolving financial priorities. Through access to both public and private markets, tailored risk management strategies, and access to integrated banking and lending solutions through Wells Fargo Bank, N.A and affiliates, we help them structure their wealth with intention, flexibility, and long-term alignment.

We view our role as long-term partners, providing steady guidance while remaining adaptable as opportunities and circumstances evolve.

I am a CERTIFIED FINANCIAL PLANNER® professional, with a BFA from Boston University and financial planning education through UC Berkeley.

Outside of work, I enjoy cooking, participating in my local beach soccer league, and producing music. My wife and I live in Redondo Beach with our cat, Io.