My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

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Interests

Born in Chile and raised on the East coast, I moved to San Diego, CA in 2008. Through my many diverse life experiences, I have gained tremendous respect and interest in working with a wide array of individuals on both a personal and professional level. I live in San Marcos, CA with my incredible family that includes my wife Lindsey , daughter Mia , english bulldog Winston and cat Mouse. An afternoon with family and friends enjoying good food with wine is a perfect day for me.

My interests include:

  • Reading
  • Cooking
  • Baseball
  • Playing and watching soccer
  • Improving my golf game

Community Participation

Feeding America San Diego

Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Experience

15
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Awards & Recognition

  • Ameriprise Platinum Financial Services Practice, 2005-present
  • Ameriprise Circle of Success, 2004-2006
  • Ameriprise President's Recognition Award, 2002-2003

Qualifications

  • Bachelor of Science Degree
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • Member, Financial Planning Association
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Education

  • Bachelor of Science, Accounting, Rutgers University, Newark, NJ

Thank You

Thank you to everyone who volunteered with our practice for the Ameriprise National Day of Service. We were part of a nationwide team of 4,000 volunteers. Locally we helped community members by sorting over 3,200 pounds of plums, apples, bell peppers and oranges to be distributed to military families facing hunger at the USO for Feeding America San Diego. Ameriprise is committed to providing domestic hunger-relief through its partnership with Feeding America®. In 2014, with support from employees and advisors, Ameriprise provided 10 million meals and over 30,000 volunteer hours to hunger-relief organizations across the country.

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The Oliva Family
Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.