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Michael Olivia  

2888 Loker Ave East, Suite 219 - Carlsbad, CA 92010

Michael Olivia - 619-684-6406  



My Expertise
Mike Olivia provides a comprehensive planning solution for business owners, their families, and key executives. The goal of most business owners is to successfully transition their business, capitalizing on their life’s hard work.

We work with business owners and their advisors to evaluate their current plan and bring forth ideas to promote increased valuation and assist in the transfer of the business to a third party, co-owner, family member or key employee group through discounting and tax efficiency strategies.

Our clients expect high levels of expertise and service with strategies and solutions focused on their vision for the future. We have built our practice around our clients, focusing on their interests and building relationships that endure market cycles and generations.

Services
Financial Advisors - Asset Management
Financial Planning & Investment Advice

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* All information in this profile, including licensing, has been provided by Michael Olivia. This information is not verified by ProMatcher.

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