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Samuel O

CFP®, Series 66

Anchorage, AK

Northwest Asset Management

Samuel Olson is a CFP® with 10 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2023. He previously worked at Edward Jones from 2015 to 2023. Outside of his advisory role, Olson is the Director of Finance for the Alaska Golf Association, where he oversees budgeting and financial accuracy. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of investment, retirement, and consulting services.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
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