Skip page content

Rob OliverRob Oliver

Rob founded Oliver Financial Planning in 2005 to provide financial planning services and advice to smart, self-directed consumers who need professional guidance. Rob is a Certified Financial Planner™ certificant and a Chartered Financial Analyst® charterholder, and he earned Masters of Business Administration and Bachelor of Arts degrees from the University of Michigan. Rob is responsible for meeting with clients and for providing recommendations.
Learn more about Rob »

JulieBrennan2Julie Brennan

Julie Brennan joined Oliver Financial Planning in 2007 as a Paraplanner following a career in the health care industry. She earned Masters of Business Administration and Masters of Health Services Administration degrees from the University of Michigan and a Bachelor of Arts degree from Duke University. Julie lives and works in southern California, and is responsible for gathering and analyzing client data.
Learn more about Julie »