Advisors Capital Management is please to announce that Robert Olsen, AIF®, CLTC® and Brayden Little, CFP®, AIF®, BFA™ have joined the firm’s direct wealth team. Both will serve in the capacity of wealth advisors and join the existing team which currently has advisors and branch offices in nine states. Olsen and Little are meeting clients out of The Crossroads San Mateo, 1825 S. Grant Street, San Mateo, CA 94402.
“Robert and Brayden’s commitment to their clients is first and foremost.” said David Lieberman, Advisors Capital, Partner. “We quickly realized in our initial discussions that like their clients, our wealth team would be better for having the Olsen/Little duo join our firm”.
Robert Olsen, AIF®, CLTC® is a Senior Wealth Advisor with 16 years of experience serving the needs of his clients. He started his career with the leading office in Signator’s John Hancock Financial Network, and served as advisor to the premier team for clients for many successive years with the support and wisdom of his mentors at Pettinelli Financial Partners. A graduate of Loyola University New Orleans with a Bachelor of Business Administration; Robert is also a proud alumnus of St. Ignatius College Preparatory in San Francisco. Email: firstname.lastname@example.org
Brayden Little, CFP®, AIF®, BFA™ has served 200+ clients at a boutique family planning office in Redwood City, CA in the heart of Silicon Valley. He specializes in building robust and comprehensive financial plans that enable his clients to reach their financial goals and aspirations. He has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation along with other advanced accreditations such as Behavioral Financial Advisor (BFA™) and the Accredited Investment Fiduciary (AIF®). Email: email@example.com
Established in 1998 Advisors Capital Management is a nationally recognized investment management firm with clients in 50 states, managing and advising over $5.5 billion in trusted assets. The investment team is headed by nationally recognized economist and money manager Dr. Charles Lieberman and consists of former Wall Street, Federal Reserve and World Bank economists, academics, money managers, PhDs, CFAs and security analysts.
Advisor Capital’s wealth services team helps families grow, preserve and distribute their wealth on their terms. The firm’s wealth services start with a disciplined approach and an experienced process of helping our client assess and monitor their current and future assets and spending. We then design the most tax efficient method of distributing and protecting your assets and investment income.