Olivia Inglett

With over a decade of experience guiding individuals, families, and professionals through meaningful financial decisions, I am a Certified Financial Planner™ professional with an MBA in Finance. I’ve spent my career working one-on-one with clients to build financial strategies that are not only technically sound, but practical and aligned with real life.

I believe financial planning should make life feel simpler, not more stressful. At its best, it provides clarity, flexibility, and confidence so people can focus on what matters most to them. My role is to help translate complex financial concepts into clear, actionable guidance so clients feel informed and comfortable making decisions.

No two people or families are alike, and I approach planning the same way. Whether someone is building wealth, preparing for retirement, navigating a career change, growing a family, or adapting to the unexpected, I tailor each strategy to reflect their goals, values, and circumstances.

Clients often describe my style as thoughtful, straightforward, and balanced. I place a strong emphasis on trust, transparency, and open communication, and I’m committed to being a reliable partner through every stage of life.

I might be the right advisor for you if you…

• You want personalized financial guidance tailored to your goals and values
• You are ready to take the next steps in your financial journey 
• You are looking for a long-term partner to assist in your planning needs
• Love coffee, traveling, and appreciate great gluten free cooking

EDUCATION & LICENSES

• Bachelor of Science: Economics
• Bachelor of Science: Finance
• MBA: Finance
• Certified Financial Planner (CFP®) Designation
• Chartered Financial Consultant (ChFC®) Designation
• FINRA Series 7, 66, 24 Securities Registrations
• State Life, Health and Long-Term Care Insurance Licenses