Jeffrey Olson, CRPC, CFP

I believe that true wealth planning is about helping people make confident decisions that align with their values, goals, and vision for the future. My purpose is to bring clarity, discipline, and perspective to complex financial decisions so clients can focus on living the life they have worked hard to build.

As a Senior Vice President - Investments with Wells Fargo Advisors, I take a highly collaborative approach to wealth planning. Working alongside a team of specialists that helps affluent individuals, families, and business owners navigate the accumulation, preservation, and transfer of wealth. My comprehensive planning process includes strategies for retirement planning, portfolio management, tax-efficient investing, stock option analysis, estate planning strategies, education funding, cash management, and risk management. By maintaining close relationships with clients and regularly monitoring progress, I help them stay aligned with their evolving financial goals.

I’ve served as a Financial Advisor since 2000. Prior to entering the financial services industry, I spent 11 years leading strategic marketing initiatives, providing a unique perspective on planning, strategy, and long-term growth. I am graduate of the University of Minnesota College of Liberal Arts and hold both the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation.

My wife and I reside in Minneapolis and are proud parents of two sons.