Michael Olivia, CFP®, CExP™, NFLPA - Financial Planner
Certified Exit Strategist
Certified Financial Planner
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Michael Olivia

Definitive Strategy
for Today’s Leaders

Striving to build Strategies and Relationships to endure Market Cycles and Generations.

Trusted Leadership and Financial Planning in Southern California.

  1. With over 19 years of experience in Business and Personal Financial Planning, Mike Olivia and his team focus on providing comprehensive planning solutions that integrate family, career and business ambitions.
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Meet Our Team

Financial Planning requires expertise, integrity and a dedicated team.

Michael Olivia

CFP, CExP, NFLPA

Mike Olivia is known as a premiere Exit Planning Professional with his in-depth knowledge and application of the Seven Step Exit Planning ProcessTM and ability to counsel business owners and their advisors on a wide array of business issues ranging from building value within a business to identifying exit objectives, addressing key employee incentive planning and retention issues, incorporating business continuity planning and establishing wealth preservation.

Check the background of this investment professional on FINRA’s BrokerCheck

Michael Olivia is a Registered Representative and Financial Advisor of Park Avenue Securities and a financial Representative of Guardian. CA license number: 0E57168

Michael Olivia

CFP, CExP, NFLPA
  • Michael Olivia has been recognized in the national media as Advisor Today’s prestigious “Four Under Forty” in 2010, an honor awarded to 4 out of 100,000 nominated Financial Service Professionals. A recipient of the Five Star Wealth Manager Award in 2018.

Licensing Includes:

  • CFP®
  • CExP™
  • NFLPA Registered Financial Advisor
  • Registered Investment Advisor
  • Property & Casualty licensed
  • Life, Health, Accident and Variable Annuity licensed
  • Series 6, 7 and 66 licensed
Michael Olivia is a Registered Representative and Financial Advisor of Park Avenue Securities and a financial Representative of Guardian. CA license number: 0E57168

William Combs

CExP, Investment Advisor Representative

Bill Combs specializes in wealth management, portfolio analysis and client relationships. His unique ability to take complex investment management decisions and communicate them clearly to our clients helps us to provide comprehensive solutions that identify portfolio exposure and volatility by performing a structural, diversification and cost analysis of investment holdings.

Check the background of this investment professional on FINRA’s BrokerCheck

William Combs is a Registered Representative and Financial Advisor of Park Avenue Securities and a financial Representative of Guardian. CA license number: 0I49903

Jacob Campbell

Investment Advisor Representative and Wealth Management Advisor

Jacob Campbell grew up in the Indianapolis area and attended Indiana University, where he studied Law and Public Policy. Jacob works within our team to provide analysis, coordinate and maintain tight client communication, and deliver high level customer service. Jacob’s research and insight is involved in each financial strategy we create.

Check the background of this investment professional on FINRA’s BrokerCheck

Jacob Campbell is a Registered Representative and Financial Advisor of Park Avenue Securities and a financial Representative of Guardian. CA license number: 0K27963

Pat Thebus

Agency Compliance Officer, MSFS and LUTCF

Pat is a “Guard Dog” at heart. When not operating as the Chief Operating and Agency Control Officer of Westpac, Pat and his wife, Karin raise, train and rescue German Shepherds.His credentials and designations include MSFS and LUTCF. He is a Registered Principal of Park Avenue Securities, LLC.

Check the background of this investment professional on FINRA’s BrokerCheck

Pat Thebus is a Registered Representative and Financial Advisor of Park Avenue Securities and a financial Representative of Guardian. CA license number: 0E82276

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