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Address
407 W Ojai Ave
Ste B
Ojai, CA 93023
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(805) 640-1651
olga.r.jones@ampf.com
I provide sound financial advice to help my clients achieve financial independence. My clients appreciate a thorough, honest approach to managing their hard-earned money. Working together, we can develop a realistic, effective financial plan to help you feel secure, informed and in control on the road to financial freedom.
More people come to Ameriprise for financial planning than any other company.1
- An Ameriprise-associated financial advisor franchise
- I am licensed and registered to conduct business in CA.
Based on licenses and registrations I hold, I may also conduct certain business in TX, FL, NM, NY, WA.
- CA 0C65755
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Domestic Partner Planning
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Family Planning/Family Changes
- Saving for Education
- Asset Allocation
- General Financial Planning
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Professional Associations
- Financial Planning Association
- Ventura County Estate Planning Council/ Board Secretarr
- Ojai Chamber of Commerce
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Community Service
- Ojai Valley Youth Foundation
- Performances To Grow On
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