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Our financial advice team


Alie Olsen

Alie Olsen

CFP®, APMA®

Financial Advisor

Managing Director
Precision Strategy Advisors
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Insurance
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Planning Strategies

Interests

In my free time I enjoy skiing and traveling. I am also very passionate about my horse, Gabe. Together we jump in the discipline of hunter/jumper.

Awards & recognition

  • Ameriprise Circle of Success, 2017-2021
  • Five Star Wealth Manager, 2012, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Colorado State University, Fort Collins, CO - Bachelor of Arts, Spanish/Economics
Newsletter

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Community participation

I volunteer for Rosie's Ranch, where horses inspire children with oral language challenges to listen and speak. I also volunteer at The Right Step, that strives to provide, encourage and facilitate Equine assisted activities to improve the quality of life of those with physical, cognitive and emotional challenges.