Robert Olsen is a Financial Planner who has been working with Pettinelli Financial Partners (PFP) since 2006. PFP recruited Robert into the internship program when he graduated from Loyola University New Orleans with a Bachelor of Business Administration. He is also a proud graduate of St. Ignatius College Preparatory in San Francisco.
In 2013, Robert fought through a rare form of lymphoma, enduring medical procedures for nearly two years, including back-to-back stem cell transplants. Now with a fresh perspective of his cancer-free life, his aim is to advocate for his clients’ piece of mind through the thoughtful use of financial planning concepts and valuable advice. His unique experience adds insightfulness into generational financial strategies for clients, their children, and loved ones as they remain at the forefront of his focus each day. He is also continually sought out by friends, businesses, and the community for advice, serving as a financial resource to people in need of better professional guidance.
Robert understands the importance of education and professional development as an advisor. He has attained his Accredited Investment Fiduciary Designation®, AIF®, certifying his role as an advisor that serves as an investment fiduciary. Robert currently holds the Series 6, 63, and 65 securities licenses, a Certified in Long Term Care credential, and the Life and Health Insurance licenses for multiple states, including California. In addition to all he has accomplished, he is working toward his Behavioral Financial Advisor™ (BFA) and his CERTIFIED FINANCIAL PLANNER® designations.
Outside of the office, Robert resides with his family in San Mateo, and finds the time and personal inspiration to support the Be The Match Foundation®, The Stanford University Cancer Center, and the Leukemia & Lymphoma Society. “After the health issues I’ve overcome, I’m just happy to be here, have a beautiful family, and live each day to the fullest,” says Robert.