Joe Olivo, CFP®
Senior Financial Planner
Joe Olivo is a Phoenix, Arizona-based financial planner with over a decade of experience helping individuals and families navigate complex financial decisions with clarity and confidence. He has worked with leading firms including Charles Schwab, USAA, Rocket Mortgage, and Edelman Financial Engines, developing a strong foundation in retirement planning, investment strategy, and client relationship management.
Joe is a Certified Financial Planner® professional and is currently completing his master’s degree in financial planning. His approach blends technical expertise with a practical, client-centered philosophy, focused on simplifying financial complexity and aligning strategies with real-life goals.
Education: Arizona State University, B.S.
"Focus on what you can control."
Get to know Joe
My favorite munchkins!
What are you passionate about?
Food! I’m a bonafide Foodie with Italian being my number one.
What’s the top destination on your must-visit list?
Sicily, I’m told I have a huge extended family there.
What is the best piece of advice you were ever given?
My Dad told me at a young age to save money. It somehow stuck!
Where's your favorite place in the world?
The Jersey Shore – Long Beach Island