Martin "Marty" Olson
As the Owner, President, and Senior Managing Partner at Focus Financial Services, I am responsible for overseeing all the operations and activities of our firm. Since 1999, I have dedicated myself to the financial services industry, specializing in various areas such as investments, retirement planning, estate planning strategies, business planning strategies, tax-planning strategies, and life insurance planning. I find the world of investing and financial planning intriguing, as it is ever-evolving. Every day brings something new and interesting, which keeps me engaged and continuously learning.
My journey in the financial services industry has been accompanied by various accomplishments and licenses. Over the course of my career, I have obtained the Series 6, Series 7, Series 22, Series 63, and Series 66 securities registrations, enabling me to provide comprehensive financial guidance to my clients. Additionally, I hold life insurance licenses in several states, allowing me to assist clients with their insurance needs. Prior to embarking on my professional career, I pursued higher education at Brigham Young University, where I obtained a Bachelor of Arts degree in 1983. I furthered my academic pursuits at the University of Phoenix, earning a Master's degree in Business in 1998.
What I enjoy most about my job is the opportunity to interact with my clients on a personal level. Learning about their unique situations, understanding their goals, and helping them navigate the complexities of investing and financial planning is very fulfilling. I take pride in finding tailored solutions to their financial needs and planning challenges. Additionally, I enjoy educating my clients about different economic environments and the various adjustments we can make in our planning to help them achieve their goals successfully. The greatest value I provide to my clients is the wealth of knowledge and experience I have accumulated throughout my career. I offer a deep understanding of different financial solutions and strategies, enabling me to guide my clients towards achieving their financial goals.
Outside of work, I am a life member of the National Association of Financial and Insurance Advisors (NAIFA). Staying involved and up-to-date on the latest industry issues is essential to me, as it allows me to provide the best possible service to my clients. On a personal note, I am a native of Salt Lake City, Utah, and currently reside in Taylorsville, Utah, with my wife, Loura. We have been blessed with four wonderful children, five grandchildren, and one adorable grandpuppy. During my free time, I enjoy reading and following various sports. While baseball holds a special place in my heart, I also enjoy following football, basketball, soccer, and golf. Maintaining an active lifestyle is important to me, and I engage in activities such as walking, jogging, weightlifting, and more recently, trail hiking.
Martin is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc. and offers securities in the following states: Utah. He is insurance licensed in the following states: Utah.