Jennifer Olson, CFA, CIPM, AIF®, CFP®
Vice President, Finance
With Apriem Since 2007
Expertise: Multi-tasking and doing it well. Managing corporate finances, monitoring client portfolios, and overseeing compliance.
Acquired wisdom: Working as an analyst at a multi-national corporation in Asia.
Overachiever: As a kid, she wanted to become a CPA and a lawyer and get a job as a corporate lawyer. She became neither, but she did add multiple credentials after her name. Named to InvestmentNews’ 2020 40 Under 40 List.
Aspires to: Establish a charitable foundation to help underserved kids acquire an education.
Finds balance: Being a financial literacy advocate, speaker, and coach. Serves as a member of the Board of Directors for The Jessie Rees Foundation. Honored as the Big Sister of the Year by the Big Brothers Big Sisters of OC (BBBSOC) where she volunteers as a “Big Sister” since 2011, serves as pro-bono financial coach to BBBSOC staff, and taught a 5-part financial literacy series to high-school and college-age “Littles” at BBBOC/IE.
