Robert Olsen is an Investment Advisor Representative with Pettinelli Financial Partners and believes his most important goal is assuring success for his clients by coaching them to make smart choices with their money. He offers a genuine interest in helping people preserve and protect their lifestyle, assets, and loved ones and assures that they find focus with their intentions and actions. His clients benefit from the comfort, security and peace of mind felt from knowing they have honored the agreements to the people that matter most in their lives.
Robert joined Pettinelli Financial Partners in October of 2006 and began his career directly after completing his undergraduate business degree from Loyola University New Orleans. Robert qualified for the Achieving Client Excellence (ACE) program from John Hancock Financial Network in 2007 and 2009 placing in the top 10 of his class at the firm. He holds the series 6, 63, and 65 licenses, life and health licenses for the state of California and completed his Certified in Long Term Care certification in 2010.
Robert has fought through an entire lifetime of challenges in an 18 month span, having been diagnosed with a rare form of lymphoma in 2013 he inevitably took a year off in 2014 to finish fighting the disease and complete back-to-back stem cell transplants. His transplant process has been successful and he lives a renewed life cancer free. He has gained a refreshed perspective from this personal journey and makes the most of the opportunities in life to appreciate this success and freedom every day. He encourages people he meets to support the Be The Match Foundation by registering as donors to save the lives of other people that share his diagnosis.
Outside of the office, Robert is an active member of the Belmont Chamber of Commerce and the St. Charles Men’s Club. He lives in San Mateo and enjoys spending time with his wife Jessica and their family.
Robert’s contact information:
• Phone: 650.362.5232
• Fax: 650.362.5277
• E-mail: [email protected]
• CA Insurance License #0F44670