First Command Financial Advisor - Mario Oliver, RICP®

Closed

Photos

1000 Station Dr Ste 215
DuPont, WA 98327
Mario Oliver joined First Command Financial Services as a Financial Advisor in November 2019. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. Mario holds Series 7 and 66 securities licenses plus life and health insurance licenses in Washington. Understanding that the biggest obstacle to financial security for most people is their own behavior, Mario serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Mario will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals. Active in his community, Mario is a member of Special Forces Association XVI and the Military Freefall Association. In his free time, Mario enjoys hiking, spending time with family, and traveling. First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
Get Started!
Owner verified
See a problem?

You might also like

First Command Financial Advisor - Jordan Patterson, ChFC®|RICP®|CFP®

First Command Financial Advisor - Jordan Patterson, ChFC®|RICP®|CFP®

Jordan Patterson joined First Command Financial Services as a Financial Advisor in May 2014. With a passion for helping individuals and families pursue their financial goals, Jordan combines knowledge and a client-focused approach to provide comprehensive, tailored financial strategies. A graduate of Pacific Lutheran University with a Bachelor of Business Administration degree, Jordan holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, along with the Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) designations. He is also licensed in Series 7 and 66 securities, as well as life and health insurance in the state of Washington. Jordan’s knowledge spans a wide range of financial services, including: • Comprehensive Financial Planning • Investment Strategies • Retirement Income Planning • Education Funding Solutions • Asset Allocation and Management • Insurance Solutions • Risk Management • Estate Planning Jordan is deeply committed to building long-term, trusting relationships with clients, providing them with the guidance and insight needed to help them feel confident about their financial future. Outside of work, Jordan loves spending time with his wife, daughter, and extended family. He enjoys traveling and staying active through fitness hiking, cooking, and reading. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
United StatesWashingtonDuPontFirst Command Financial Advisor - Mario Oliver, RICP®

Yext