Mark D. Olson,  CFP<sup>&reg;</sup> - Financial Advisor

Mark D. Olson, CFP®

MSFS

Financial Planner

Horizon Wealth Strategies, LLC

3305 Northland Drive, Suite 412
Austin, TX 78731
(512) 215-4760

General

Mark Olson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Horizon Wealth Strategies, LLC in Austin, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - LUTCF, MSFS, CLTC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

NYLife Securities, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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