CO

Cfp® Megan Olson

Megan Olson, CFP®, serves as a Wealth Manager at Accredited Investors Wealth Management® since June 2017, contributing to the firm's mission of integrating financial planning and custom portfolio management for client peace of mind. Prior to this role, Megan gained experience as a Financial Advisor and Associate Advisor at Hewins Financial | Wipfli Hewins from December 2012 to June 2017, a SEC-registered wealth management firm based in the San Francisco Bay Area. Megan holds a B.B.A. in Financial Markets Finance with a focus on Financial Planning from the Labovitz School at the University of Minnesota Duluth, graduating in 2012.

Links


Org chart

Sign up to view 0 direct reports

Get started