Olga Jones

CFP®, CRPC®

Financial Advisor

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Olga Jones Ameriprise Financial Advisor
Office location
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.


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
Professional Associations
  • Financial Planning Association
  • Ventura County Estate Planning Council/ Board Secretarr
  • Ojai Chamber of Commerce
Qualifications
  • Metropolitan College of Denver Certificate in Personal Financial Planning 2004
  • UCSB Cerificate in Professional Financial Planning 2002
  • Master of Education Sul Ross University in Alpine TX 1979
  • Bachelor of Arts Trinity University in San Antonio TX 1973
  • Fluent in Greek
Community Service & Personal Interests
  • Ojai Valley Youth Foundation
  • Performances To Grow On
Office Hours
  • Monday: 9:00 a.m. - 5:00 p.m., or By Appointment
  • Tuesday: 9:00 a.m. - 5:00 p.m., or By Appointment
  • Wednesday: 9:00 a.m. - 5:00 p.m., or By Appointment
  • Thursday: 9:00 a.m. - 5:00 p.m., or By Appointment
  • Friday: 9:00 a.m. - 5:00 p.m., or By Appointment
  • Saturday: Closed
  • Sunday: Closed
  • 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, NY, WA
  • CA Insurance #0C65755
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.