Jennifer Olson, CFA, CIPM, AIF®, CFP®2023-03-20T22:19:26+00:00

Jennifer Olson, CFA, CIPM, AIF®, CFP®

Vice President, Finance
With Apriem Since 2007

Expertise: Multi-tasking and doing it well. Managing corporate finances, monitoring client portfolios, and overseeing compliance.

Acquired wisdom: Working as an analyst at a multi-national corporation in Asia.

Overachiever: As a kid, she wanted to become a CPA and a lawyer and get a job as a corporate lawyer. She became neither, but she did add multiple credentials after her name.

Aspires to: Establish a charitable foundation to help underserved kids acquire an education.

Finds balance: Being a financial literacy advocate, speaker, and coach. Honored as the Big Sister of the Year by the Big Brothers Big Sisters of OC where she volunteers as a mentor since 2011, she also serves as pro-bono financial coach to Big Brothers Big Sisters staff.

Jennifer’s Contributions:

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