Sam Olson

Financial Advisor/Partner at Bonsai Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Gilbert, Arizona, United States, US

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Experience

  • Bonsai Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor/Partner
      • Sep 2019 - Present

      Bonsai Financial is a holistic financial planning firm that takes a disciplined approach to create sustainable long-term plans specific to each client’s goals. We provide comprehensive retirement planning and wealth management with an emphasis on strategic future tax planning. Bonsai Financial is a holistic financial planning firm that takes a disciplined approach to create sustainable long-term plans specific to each client’s goals. We provide comprehensive retirement planning and wealth management with an emphasis on strategic future tax planning.

  • Secured Retirement Advisors
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Nov 2017 - Sep 2019
  • Strategy Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Apr 2016 - Nov 2017
  • Aerosim Technologies
    • Aviation Training Specialist
      • Apr 2007 - May 2010
  • Trans States Airlines
    • United States
    • Airlines and Aviation
    • 200 - 300 Employee
    • Airline Pilot
      • Apr 2002 - Feb 2006

Education

  • Academy College
    1997 - 2001

Community

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