Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Whitney Olian is a Certified Financial Planner® with over 10 years of experience in the financial services industry. Alexis is currently a Registered Representative with Treehouse Wealth Advisors, a firm dedicated to providing personalized financial advice and investment management services. Alexis has expertise in working with high-net-worth individuals, corporations, and other businesses. Alexis is passionate about helping clients achieve their financial goals and believes in providing transparent and ethical advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/05/2025 - Present
Treehouse Wealth Advisors (WALNUT CREEK CA)
Active
Inactive
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