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.