Olison & Company - Financial Planning & Wealth Management

Olison & Company - Financial Planning & Wealth Management Securities offered through Grove Point Investments, LLC member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC.

My IDEAL CLIENT are families or individuals preparing for their future retirement, sending their kids or grandkids to college, and we help families assisting elderly parents, or loved ones with healthcare related concerns. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. Olison & Company is not affiliated with Grove Point Financial, LLC or its

subsidiaries. Registered to sell securities in the state of California, Arizona, Georgia, Louisiana, Missouri, Nevada, New York, Pennsylvania, Texas, and Virginia. Licensed to sell insurance in the state of California, Nevada, Pennsylvania, and Missouri. This is not an offer or solicitation in any other state.

Caring for aging parents often comes with important financial and healthcare decisions.Planning ahead can help reduce st...
06/19/2026

Caring for aging parents often comes with important financial and healthcare decisions.

Planning ahead can help reduce stress and provide greater peace of mind for everyone involved.

Consider discussing:

✔ Estate planning

✔ Healthcare directives

✔ Long-term care options

✔ Financial organization

✔ Family responsibilities

The best time to prepare is before a crisis occurs.

This content is for informational purposes only and should not be considered investment, tax, or legal advice.

Financial planning isn't only about market performance.Many families today are also facing important eldercare and careg...
06/12/2026

Financial planning isn't only about market performance.
Many families today are also facing important eldercare and caregiving decisions for parents, spouses, and loved ones.
A solid financial plan can help provide direction through retirement planning, healthcare costs, long-term care considerations, and family transitions.
The goal is simple: helping families prepare for the future with confidence.
This content is for informational purposes only and should not be considered investment advice.

Financial planning isn't just about retirement.It's about creating a roadmap for the goals that matter most to you and y...
06/05/2026

Financial planning isn't just about retirement.
It's about creating a roadmap for the goals that matter most to you and your family.
From saving for college and growing your investments to protecting your loved ones and preparing for retirement, every financial decision plays a role in your bigger picture.
A solid plan can help turn uncertainty into confidence.
What financial goal is most important to you right now?

Every week brings new headlines, market predictions, and economic uncertainty.While it can be tempting to react to every...
05/29/2026

Every week brings new headlines, market predictions, and economic uncertainty.

While it can be tempting to react to every market movement, successful investing is often about maintaining perspective and staying committed to a well-designed strategy.

A solid financial plan is built to navigate both opportunities and challenges, not just today's news cycle.

If you're wondering how current events may impact your long-term goals, let's start a conversation.

Strong financial planning is more than numbers and charts, it starts with understanding people, goals, concerns, and pri...
05/22/2026

Strong financial planning is more than numbers and charts, it starts with understanding people, goals, concerns, and priorities.
At Olison & Company, we believe meaningful conversations create better long-term financial strategies and stronger client relationships.
As we continue improving our client experience and communication process, we’re excited about the next phase of growth and connection with the families and individuals we serve.

Big financial progress usually doesn’t happen overnight. It’s built through small, intentional decisions made consistent...
05/08/2026

Big financial progress usually doesn’t happen overnight.
It’s built through small, intentional decisions made consistently over time.
That’s the value of having a clear plan, it helps you stay focused on the bigger picture.
Consistency matters more than timing.


Kevin Olison is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC

⭐ Feature FridayFinancial planning isn’t about having everything figured out from day one.It’s about having a process yo...
05/01/2026

⭐ Feature Friday

Financial planning isn’t about having everything figured out from day one.

It’s about having a process you can trust.

We recently worked with a client who wasn’t sure what their next steps should be. Once a clear plan was in place, they felt more confident and focused moving forward.

That’s the real value of planning.

Kevin Olison is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC

There’s a lot of financial advice out there.And while staying informed is important, too much information can quickly be...
04/24/2026

There’s a lot of financial advice out there.
And while staying informed is important, too much information can quickly become overwhelming.
That’s where a clear plan makes all the difference.
It helps you stay focused, avoid distractions, and feel more confident in your decisions.
It’s not about knowing everything,
it’s about knowing your direction.

Kevin Olison is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC

Most people spend more time planning a vacation than they do planning their financial future.It’s completely understanda...
04/17/2026

Most people spend more time planning a vacation than they do planning their financial future.

It’s completely understandable, life gets busy.

But having a clear financial plan can make a big difference. It helps you stay focused, avoid mistakes, and feel more confident about where you’re headed.

It doesn’t have to be complicated. It just needs to be clear.
(Kevin Olison is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC.)

Address

111 Deerwood Road, Suite 200
San Ramon, CA
94583

Opening Hours

Monday 9am - 5pm
Tuesday 8am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19258553230

Website

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