Evan Olson, CFP® in

Evan Olson, CFP®

Balancer · DISC type S
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.

Read the full overview →
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

Formal Mannered
Process-Oriented
Risk-Averse

They like following the process even if it takes time to reach any conclusion. They are courteous and respectful but practical. They are willing to make long-term decisions.

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

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science in Business
University of Connecticut School of Business
Study Abroad Program
UNSW
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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