Olivia Le Blan, CFP®
Vice President
Olivia works on the wealth management team in the NYC office.
Olivia is actively involved in financial planning and has volunteered for various organizations, including Rock the Street, Wall Street, a non-profit financial literacy program designed to spark the interest of high school girls into careers of finance. She was also the coordinator for the MoneyW!SE program at the Family Justice Center in Manhattan for the Spring 2019 courses.
Olivia received her BS in Business Management from the Kelley School of Business at Indiana University. She completed the New York Bankers Association Essentials of Trust Administration program and received her CERTIFIED FINANCIAL PLANNER® certification in 2017. She became a Full Member of STEP (Society of Trust and Estate Practitioners) in 2021.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.