Evan Olson, CFP® in

Evan Olson, CFP®

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Managing Director | Wealth Management Advisor | Series 7, 63, 6, 26 Licensed at Northwestern Mutual
📍 Boston, Massachusetts, United States

Evan Olson is a Managing Director and Wealth Management Advisor with Northwestern Mutual, specializing in creating tailored financial plans for professionals and pre-retirees. A graduate of the University of Connecticut, he has been recognized by Forbes as a Top Financial Security Professional and by NAIFA as a "4 Under 40" advisor.

Outside of his professional life, Evan resides in Canton, MA, with his family. He is an active philanthropist, supporting causes like childhood cancer research and Horizons for Homeless Children. He enjoys golfing, basketball, and snowboarding, and was a Big Brother for over five years.

He organizes a city-wide charity lemonade stand every summer to help benefit childhood cancer research.

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Experience
10 Years
Current Role
Managing Director | Wealth Management Advisor | Series 7, 63, 6, 26 Licensed
Job Level
Mid-senior
Location
Boston, Massachusetts, United States
Personality Overview

How Evan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Evan cares about

Holistic Financial Planning
His approach focuses on understanding a client's life, family, and priorities before discussing finances to build a flexible, long-term plan tailored to their specific goals.
Youth Mentorship
He was a Big Brother for over five years and expresses a strong passion for helping children in need, including his work with Big Brothers/Big Sisters of Boston.
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Career

Work history

4-2023
Managing Director | Wealth Management Advisor | Series 7, 63, 6, 26 Licensed
Northwestern Mutual
5-2015 - 4-2023
Financial Advisor | Director
Northwestern Mutual
In the press

Media appearances

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Education
Bachelor of Science in Business
University of Connecticut School of Business
Study Abroad Program
UNSW
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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