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Joseph O

CFP®, Series 65, Series 63, Series 66

Goodyear, AZ

Facet

Joseph Olivo is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Facet. His prior roles include positions at Edelman Financial Engines, National Bank of Arizona, Rocket Mortgage, USAA, and Charles Schwab. In addition to his advisory work, Olivo is the owner of a mortgage brokerage business based in Goodyear, AZ. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm employs a holistic financial planning approach through its Total Financial Life Resources framework and utilizes discretionary asset-allocation programs focused primarily on ETFs.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement income strategy
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