Olivia Zaiya, MBA, Esq., CFP™

Senior Vice President, Wealth Advisor at Lido Advisors, LLC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Certified Financial Planner™
    CFP Board
  • Series 24
    Financial Industry Regulatory Authority (FINRA)
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
  • Texas State Bar
    Texas Board of Law Examiners

Experience

  • Lido Advisors, LLC
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Senior Vice President, Wealth Advisor
      • Aug 2021 - Present

  • Callan Capital
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director, Financial Planning
      • Jun 2018 - 2021

  • Commonwealth Financial Network
    • United States
    • Financial Services
    • 700 & Above Employee
    • Advanced Planning Consultant
      • Jul 2014 - Jun 2018

  • Chad West, PLLC
    • United States
    • Law Practice
    • 1 - 100 Employee
    • Business Attorney
      • Dec 2013 - Jul 2014

  • Empire Tax Group
    • Financial Analyst
      • May 2011 - May 2013

Education

  • San Diego State University-California State University
    Executive Financial Planner Advanced Certificate Program
    2015 - 2016
  • Syracuse University College of Law
    Doctor of Law (JD); Master of Business Administration (MBA), Corporate Law, Finance
    2010 - 2013
  • University of San Diego
    B.B.A, Business Economics, Supply Chain Management
    2006 - 2010

Community

You need to have a working account to view this content. Click here to join now