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Welcome Jeff Olsen to Integrity Wealth Management!

Welcome Jeff Olsen to Integrity Wealth Management!

June 04, 2024
On behalf of everyone at Integrity Wealth Management, I am pleased to announce the addition of Jeff Olsen to our team. In his role as financial advisor, Jeff will be working with clients adding to client care, elevating client experience. Internally, Jeff will work on the continuous improvement of our firm’s systems and processes.
Jeff brings over three decades of experience and a commitment to innovation, transparency and focusing his advice around client needs. His expertise and values are a great fit with our integrity process helping clients find financial true north.
I invite you to watch a short welcome message from me, giving an overview of Jeff's vision and goals for Integrity Wealth Management.
Please join me in welcoming Jeff by connecting with him on LinkedIn or by emailing him directly at jolsen@integrityiwm.com.
Meet Jeff Olsen
Jeff Olsen began his financial services career in 1993 and has developed a reputation for integrity, professionalism, and a commitment to client needs. Since graduating Magna Cum Laude from UC Irvine, he has spent three decades helping clients achieve their investment goals. Jeff co-founded The Elements Financial Group in 2008 to provide a fee-based, fiduciary platform for wealth management. After Elements merged with The Pacific Financial Group in 2017, Jeff helped grow assets under management to over $3 billion by December 2023. He retired in 2023 but rejoined the industry in April 2024 as a Financial Advisor at Integrity Wealth Management.
With over three decades of experience, Jeff prides himself on taking the time to understand each client's unique needs and goals, recommending tailored strategies and solutions. Jeff approaches wealth management holistically, covering not just investments but also insurance, estate planning, tax planning, philanthropic and retirement income strategies. He believes strongly in educating clients so they can make financial decisions with confidence.
As Jeff looks to the next phase of his career, he remains dedicated to serving his clients with integrity and putting their needs first. Above all, Jeff wants his clients to feel supported, well-informed, and empowered to make financial choices aligned with their values. He enjoys forming lasting relationships built on trust and transparency. Jeff believes his role as a financial advisor goes beyond investments, he hopes to provide wisdom, guidance, and reassurance to clients during major milestones and life changes. His goal is for every client interaction to leave his clients feeling heard, understood, and confident in their financial strategies.
After 25 years living in Laguna Beach, Jeff, a Newport Beach native, and his family moved to Corona del Mar in November 2023 and are enjoying being close to loved ones. Jeff's downtime is a blend of active pursuits and serene mindfulness. Whether catching waves in morning surf sessions, cheering at his son's soccer matches, or finding solace in the present moment with his dog Maximus by his side, Jeff embodies Eckhart Tolle's philosophy of prioritizing the now. His deep empathy, forged through personal experiences with cancer and mental illness, drives him to support others with unwavering compassion, a commitment he's now formalizing to create lasting impact and foster resilient communities.