Olison & Company - Financial Planning & Wealth Management

Olison & Company - Financial Planning & Wealth Management

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Securities offered through Grove Point Investments, LLC member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC.

07/02/2026

We're growing!

Please join us in welcoming Siera to the Olison & Company family as our new Service Assistant.

Siera will be supporting our clients and team behind the scenes, helping us provide the exceptional service and personal attention we're known for.

We're excited to have you on board, Siera, welcome to the team! 🎉

06/26/2026

Many retirement plans include something people don't always expect, helping care for aging parents.
Planning ahead can make financial and family decisions easier when life changes.
Take time to talk with your loved ones about:
✔ Retirement goals
✔ Long-term care planning
✔ Healthcare wishes
✔ Financial organization
✔ Family responsibilities
A little preparation today can provide peace of mind tomorrow.
This post is for informational purposes only and should not be considered investment, tax, or legal advice.

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?

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

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

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Telephone

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