Susan Olson
ABACUS WEALTH PARTNERS
Sebastopol, CA 95472
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CRD#: 6302750
Professional summary
Susan Olson, CFP® is a registered financial advisor currently at ABACUS WEALTH PARTNERS located in Sebastopol, California.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Susan has worked at 1 firm and has passed the Series 65 exam.
Biography
My family’s financial circumstances did not present an easy path in my teen years. I would have preferred to blend in a bit more at that awkward stage of life. My free lunch tickets were a different color from everyone else’s and the utilities at home were sometimes under threat of being shut off. Happily, the career path that sprang from those “have not” years provided me with a wealth of opportunities to explore my angst around money. Curious about the intersection between culture, society, and money, I traveled to Nigeria for master’s thesis research to study businesses run by secluded and veiled women. I found they had more control over their destinies and earnings than I imagined would be true. Combining a liberal arts education with both a master's in organzational psychology and a CFP® certification, rounded out my studies.
Time and perspective have, of course, shown me that my early experiences don’t even register on a global poverty scale, but I’m quite sure they lent some useful grit and resiliency to the way I live my life. As a financial advisor, I bring that same practice of hard work as well as a fine attention to detail to my clients' lives. My most rewarding client relationships are not as merely someone at the other end of the phone but as a trusted friend and professional who works as a long-term partner in all aspects of their financial lives.
In my freetime, I grow much of my family's produce year-round in my large garden and orchard. Trail running, knitting (including baby hats for many a client), volunteering, and traveling round out my days.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Estate Planning
Divorce Planning
Socially Responsible Investing
Comprehensive Financial Planni...
Insurance Planning
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Charitable Giving
High Net Worth Client Needs
Investment Advice with Ongoing...
Socially Responsible Investmen...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Huge Tracts of Land LLC; An LLC that owns a commercial building in Point Richmond, CA; 7234 Calder Ave, Sebastopol, CA 95472; Investment Related; Partner; 1-5 hours/month Kathryn Development LLC; The LLC owns one property in Bozeman, MT; 204 North Bozeman Bozeman MT 59715; Investment Related; Partner; 1-5 hours/month Impact Assets; 4340 East West Highway Suite 210 Bethesda, MD 20814; Successor DAF advisor
CRS (Client Relationship Summary) - RIA
Click below to view Susan Olson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
April 10, 2014 - Present
ABACUS WEALTH PARTNERS
Office #1: 101 S Main St, Sebastopol, CA 95472RIA
CRD#: 128590
Sebastopol, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ABACUS WEALTH PARTNERS
ABACUS WEALTH PARTNERS | KUBERA PORTFOLIOS, LLC | ABACUS-KIMBERLY PLACE 212, LLC | ABACUS WEALTH PARTNERS, LLC
CRD#: 128590 / SEC#: 801-62557
RIA
Registered Investment Advisory firm - (1/2/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(4/10/2014)
Current Firm
ABACUS WEALTH PARTNERS
ABACUS WEALTH PARTNERS | KUBERA PORTFOLIOS, LLC | ABACUS-KIMBERLY PLACE 212, LLC | ABACUS WEALTH PARTNERS, LLC
CRD#: 128590 / SEC#: 801-62557
RIA
Registered Investment Advisory firm - (1/2/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401
Mailing Address
Phone number
(888) 422-2287
Established
Firm type
Fiscal year end
# of Employees
67
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,866 |
| AUM (Assets Under Management) | $ 3,270,847,563 |
Red Flags
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Company Information
ABACUS WEALTH PARTNERS
CRD#: 128590Sebastopol, CA 95472TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
