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    Philip Olson, CFP®

    Contact

    The Art of Finance LLC

    600 Congress Ave Fl 14
    Austin, TX 78701-3238
    View on Map (512) 294-4385

    Year CFP® Certification Received: 2015
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: None Provided
    Minimum Investable Assets: $0
    Languages: English
    Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, LGBT Individuals and Couples, Planning for Couples

    Typical Client Profile

    Average Net Worth: $100,001 - $250,000
    Average Income: $100,001 - $250,000
    Average Age: Generation Y, 35-44, 25-34, Millennial Generation
    Profession: Self-Employed Business Owners

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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