Ryan Olson, CFP
Registered Principal
Valley Oak Wealth Management
2 Ranch Drive
Novato, CA 94945
CA Insurance Lic. OE54474
Phone #: 415-898-4439
email: ryan@athertonwm.com
“Ryan Olson, a CERTIFIED FINANCIAL PLANNER™, specializes in working with families and business owners in the Bay Area helping them work towards peace of mind and financial independence through sound financial planning.
Ryan joined Alders Financial Solutions in 2004, then in 2008, Ryan and Tim Russell started Valley Oak Wealth Management, an independent financial consulting firm. Ryan offers securities through and is a Registered Principal with LPL Financial, member FINRA/SIPC, and the largest independent broker dealer in the country.*
He holds a Bachelor of Science in International Business Management and a Minor in Economics, and is active in several clubs within the community and throughout the North Bay. He is currently the President of Rotaract Novato, a division of Rotary International focused on community service, professional development, and international service.
Ryan is also active in the Novato Chamber of Commerce and is a 2009 graduate of the Chamber’s Leadership program, where participants dedicate time and resources to a year long service project that will benefit the local community.
Ryan lives in Petaluma with his wife Christina, a teacher in Sonoma County.
*Based on total Revenues, as reported in Financial Planning Magazine, June 1996-2009”
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