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Matthew O

Series 63, Series 66

Salina, UT

Fidelity

Matthew Olsen is a Financial Consultant at Fidelity Investments, where he has worked since 2008. He has held various roles within the company, including Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Fixed Income Specialist, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Matthew has extensive experience in wealth planning and focuses on helping clients develop, implement, and maintain financial plans tailored to their unique needs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew enjoys biking, camping, hiking, traveling, and spending time with his family.

Wealth management General retirement planning
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