Meet Ryan Olson, CFP®, MBA, Your SmartVestor Pro
What Happens Next
We’ve received your request to contact you and will be in touch shortly. If you’re feeling proactive, feel free to email us or call the office to schedule a time to talk.
Here's What to Expect
Our first meeting is a complimentary in person, phone or video conference, in which we will determine if we’re a good fit for each other. Once we’ve determine a path forward, you’ll receive …
The WealthCheck Process:
- Together we clarify your financial priorities and objectives
- With you we will develop your WealthCheck Plan
- We will implement your plan with automated systems
What you need to do before our meeting:
- Gather any and all financial related documents, including the following:
- Bank, Mortgage, Debt, Investment Account, Retirement Account (401k, IRA, Roth IRA, Cash Balance Plan) statements
- Insurance Policies or statements
3 Important Questions
How did you become familiar with Dave Ramsey?
Initially, I was introduced to Dave Ramsey via my church. As we all know, Dave has a reputation that proceeds him, especially in the investment industry. Once we learned there was a way to partner with his organization we jumped on the idea.
What kind of experience do you have?
I started in the industry in summer of 2002, then after completing my Bachelors Degree in Business at Cal Poly - SLO, began full time work in the industry in 2005. In 2008 I completed my CERTIFIED FINANCIAL PLANNER™ certification, and in 2017 completed my MBA in Personal Financial Planning through Indiana Wesleyan. The people we learned the business from were top financial planners within the industry.
What will we talk about in our first meeting?
Our first meeting is complimentary. In that meeting we will discuss your financial goals and what you are looking for in a financial advisor. If we’re a good fit for each other, we will determine how we move forward together, how we’re paid to serve you, and what you can expect out of our relationship.
A WealthCheck Plan for Real Life
WealthCheck is our signature financial planning program, designed with you in mind. With decades of real world experience, we’ve developed an easy to follow process that will get your financial life organized and aligned toward your life goals. Then, our team will implement your plan with automated systems that help you get on track toward your goals.
Learn More About Investing
April Showers, May Flowers?
As we move into spring and leave behind the last signs of a long winter, many worries from a chilly start to the year for markets, unfortunately, are still with us. The S&P 500 Index had its worst April in more than 40 years, leaving the index down over 13% for the year. Previously highflying … Continued
Positivity Amidst Uncertainty
Stocks have gotten off to a very rocky start in 2022, with the potential for Federal Reserve rate hikes coming and the geopolitical worries over Russia and Ukraine only adding to the uncertainty. We don’t want to minimize the impact of that major geopolitical event, but there is some positive news out there, even though … Continued
Moving Forward After a Pullback
Stocks have gotten off to tough start in 2022. Why has the market pulled back and what might we see going forward? Periodic stock market volatility is entirely normal. Historically, the S&P 500 Index has averaged three pullbacks of 5% or more per year and one correction of more than 10% annually. We’ve grown accustomed … Continued
New Beginnings in 2022
With the New Year comes new beginnings, new goals, new challenges, new friendships, and new opportunities. 2021 was an incredible year for the economy and investors, and to us the future remains bright for 2022 and beyond. Taking a look back at 2021, our economy is on track for over 5% growth for the year, … Continued
The last few weeks have been… interesting
The emergence of the COVID-19 Omicron variant triggered a market selloff in the days following Thanksgiving and offered an unpleasant reminder that the pandemic is not over. The economy and financial markets remain somewhat reliant on the medical community and research developments. Additionally, Chairman Jerome Powell and the Federal Reserve did an about face on their … Continued
Market & Economic Update
The economy continues to strengthen COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin to fall to the ground, we have many reasons to be thankful. The economy slowed considerably in the third quarter due to the COVID-19 Delta Variant (as … Continued
October Market Update
Change in life is constant, and during the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—change also brings opportunity. As investors, there is no shortage of change to think about, and those changes may set the stage for the next leg higher for this … Continued
August Market Update
Six months and counting. That is the current monthly winning streak for the S&P 500 Index. To take that a step further, this key equity benchmark has posted gains in 13 of the last 16 months—dating back to the March 2020 low. With stocks nearly at a double from those lows, it has indeed been … Continued
Ryan Olson and Mustang Private Wealth Honored As One of LPL Financial’s Top Financial Advisors
Ryan Olson, MBA, CFP®, an independent LPL Financial advisor at Mustang Private Wealth with offices in San Luis Obispo and Orcutt, CA today announced his inclusion in LPL’s Patriot’s Club. This elite award is presented to less than 9% of the firm’s more than 17,000 financial advisors nationwide*. “On behalf of LPL, I congratulate Ryan … Continued
Mid-Year Update – 06/14/2021
As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to recover and the stock market is near all-time highs. A lot of this good news is likely already priced into stocks. Companies are … Continued