3 Pointe Financial

History

After spending 15 years in the institutional side of financial services, founder John Olsen, CFP believes he can better serve his community by helping those on a local and personal level.

Specialties

I'm John Olsen, full time Financial Planner living in Orange County that works around the clock to help my clients. It doesn't matter how much you make, or how much you are worth, what you do, or where you live, I can help! With over twenty years experience I have seen it all and have even walked on the floor of the stock exchange. I have helped people find over $40,000 worth of stock certificates they didn't know they had. I have helped people increase income 30% while eliminating stock market risk. I have help people get the best life insurance for there family needs. I have helped a client build a website for their charity. I helped a client get a living trust for $500. There is no monopoly on great ideas, and as an independent advisor I don't manufacture products. I just listen to your needs and find prudent solutions that are best suited to meet your personal goals and objectives.