Andrea Oliver, CFP® North Park Financial Planning

About Andrea Oliver, CFP®

I started North Park Financial Planning to improve my own life and work in a way that allows me to spend more time with my loved ones, moving my body and traveling. I’m excited to help others engage in fulfilling work/life experiences as well. My clients are self-employed with families that need to plan around uneven cash flow, avoid paying too much in taxes and manage goals to create an ideal working arrangement and great life. Health, life and disability insurance are important considerations for self-employed’s as well as planning for times of less income, choosing the right retirement plan and investment strategy.

I also advise families with kids heading to college in the coming 1-3 years that want to know how much it will cost and make a plan for how to pay for this important investment, BEFORE college applications are submitted.

Working with me over time will provide you accountability to live a fulfilling life presently and decades from now. Your future self will thank you for the work we start together today.

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Ideal Clients

  • Artists & Creatives
  • Gen X
  • Self-Employed Individuals
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $500+/mo
  • Quarterly fee: $1,500+/qr
  • Flat fee: $6,000+/engagement

SEC Records

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