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Justin O

Series 63, Series 65

Simsbury, CT

Valic Financial Advisors

Justin Olewnik is a financial advisor with Valic Financial Advisors in Simsbury, CT, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Valic Financial Advisors since 2012 and also works at Agia. Outside of finance, Olewnik coaches mountain biking clinics and ski racing, including roles as an instructor and owner of a mountain bike coaching business. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, employing Envestnet-developed portfolio models and managing approximately $26.4 billion in discretionary assets.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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