Christian Charles Olsen

I provide professional investment advisory services designed to help individuals build and preserve wealth over time. By developing tailored financial strategies, I assist clients in navigating complex markets, optimizing asset allocation, and mitigating investment risk. My approach is rooted in long-term planning, disciplined execution, and a deep understanding of market dynamics. Whether the objective is retirement readiness, income stability, or portfolio growth, I am committed to delivering informed, strategic guidance to support your financial ambitions.Take your life to the next level with Rise, built-in business consultation with our expert with 10+ years of experience.
GET FULL REPORT
Christian Charles Olsen

Tailored wealth management with long-term investment strategies.

Essential solutions for every business.

Customized Portfolio Management Solutions

I provide customized portfolio management services that are aligned with each client’s specific financial goals, risk tolerance, and investment timeline. Through detailed market analysis and continuous performance tracking, I create adaptable strategies that respond to evolving personal and economic factors. Every investment decision prioritizes growth potential, transparency, control, and long-term alignment with your financial objectives.

Retirement Planning

My retirement planning goes beyond conventional savings management. I create all-encompassing strategies aimed at preserving and growing wealth through structured investment planning, tax-efficient solutions, estate coordination, and dependable income generation. Whether you’re planning for the distant future or approaching retirement, my focus is on ensuring your assets support long-term financial security, safeguard your legacy, and provide lasting peace of mind for you and your family.

Strategic Investment Research

I consistently monitor global financial markets to offer timely, data-driven insights that guide informed investment choices. Through thorough research and analysis, I provide relevant, actionable intelligence on portfolio strategy, including asset allocation, sector trends, and individual investment opportunities. This methodical approach keeps your portfolio adaptable to shifting market conditions while remaining aligned with your long-term financial goals.

715

Exclusive Clients

385

Completed Projects

27

Finance Experts

About Me

I am more than just an investment broker; I am a dedicated partner in your financial journey. With 19 years of industry experience across three firms, 47 state licenses, and two FINRA registrations, I bring a wealth of expertise and a broad, multi-state perspective to every portfolio I manage.

Throughout my career, I’ve had the privilege of working with professionals, business owners, and families to develop customized wealth strategies that align with their specific goals, not just market conditions. My approach integrates time-tested investment principles with modern financial tools, all while maintaining a strong commitment to transparency, risk management, and client education.

I believe true investing success isn’t about chasing short-term returns; it’s about creating a purposeful, long-term future. Whether you’re planning for retirement, expanding your wealth, or diversifying your portfolio, I offer the insight and support you need to make confident, well-informed financial decisions at every stage of life.

Let’s work together to turn your financial aspirations into a clear, actionable strategy, for today and the future.

Guiding Values for Your Financial Success

  • “Developing customized investment plans that are thoughtfully designed to align with your individual goals, risk tolerance, and financial timeline.”
  • “Committed to maintaining honest, open communication and full transparency so you always understand where your money is invested and the reasons behind each decision.”
  • “Leveraging years of hands-on experience and data-driven market analysis to deliver strategic insights that help grow and protect your wealth over time.”

Testimonials

“Charles helped my portfolio grow faster than I ever expected. His sharp insights and strategic approach always keep me one step ahead in the market.”

Andrea Pete

“Christian explains the numbers clearly and honestly. I completely trust his advice and feel confident in every financial decision I make.”

Bolton Paulsen

“Working with Olsen has given me real peace of mind about my financial future. He’s knowledgeable, trustworthy, and truly invested in my success.”

Enola Fritzgerald

Reach out today to schedule a call

Whether you’re ready to grow your portfolio or just exploring your investment options, I am here to help. Fill out the form below and I’ll personally reach out to discuss your goals.

Let’s start the conversation , your future is worth planning.

Schedule A Call