Home » Michael Olivia
Certified Exit Strategist
Certified Financial Planner
Michael Olivia

Definitive Business Exit Strategy
for Today’s Leaders

Southern California’s Financial Advisor with over 18 years of experience in Business and Personal Financial Planning.

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.

Michael Olivia is a Registered Representative and Financial Advisor of Park Avenue Securities and a financial Representative of Guardian.

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.

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.

William Combs

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.

William Combs is a Registered Representative and Financial Advisor of Park Avenue Securities and a financial Representative of Guardian.

Lisa Bertoncin

Executive Assistant

Lisa Bertoncin, Executive Assistant, began working with Mike in early 2012. Lisa is integral in coordinating and overseeing office administration while providing an extensive level of support to the entire Olivia Team. A graduate of Montclair State University with her Master’s degree from New York University, Lisa feels a strong alignment with the WestPac Wealth Partners vision and is dedicated to both the team and the clients with whom she interacts with daily.

Pat Thebus

Compliance Officer

Pat is a “Guard Dog” at heart.  He was recruited to Westpac in March 2013. 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, CFP, ChFC, CLU and LUTCF. He is a Registered Principal of Park Avenue Securities, LLC. Pat’s career started as fee only CFP in 1989. Later, he spent 10 years at AXA, rising to Divisional Vice President, followed by 10 years of consulting to Merrill Lynch and UBS on Insurance based solutions in the Business/Estate Planning markets.

Pat and Karin are very proud of their 3 adult children and are expecting their 2nd grand child shortly.

Pat Thebus is a Registered Representative and Financial Advisor of Park Avenue Securities and a financial Representative of Guardian.

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