Billy Oliverio is the President and CEO of United Planners Financial Services, a role he has held since 2017. A CPA with an MBA from Arizona State University, he champions a culture centered on supporting financial advisors, viewing them as the foundation of the companys success and fostering an award-winning workplace.
Outside of work, Billy is an empty nester who enjoys traveling with his wife of nearly 25 years, Missy. She often accompanies him on business trips. He values personal connections and appreciates engaging with industry leaders who are well-versed in data and factual insights.
His firm won a national award for its Practice Management program, LEAPS, which supports advisors nearing retirement.
Michael Baker
President at United Planners Financial Services
Scottsdale, Arizona, United States
Overview
Topics They Care About
Advisor Success
He frequently states that the company's existence depends on its advisors and invests in award-winning practice management programs to support them.
Corporate Culture
Proudly highlights that employees voted the firm a "top place to work, " showing his focus on creating a positive environment for his home office team.
Data-Driven Insights
Expresses admiration for industry experts who use "data and facts, " indicating he values empirical evidence and well-researched information in business discussions.
Media Appearances
Michael has no verified media appearances
Work History
8-1999
President at United Planners Financial Services
Education
1999 - 2001
MBA from Arizona State University
1992 - 1997
BBA from University of Cincinnati
More Information
Social Presence :
Prographics :
Exp : 26
Location : Scottsdale, Arizona, United States
Job Level : N/A
Designation : President at United Planners Financial Services
