A complete list of active advisors currently associated with Carbahal Olsen Financial Services Group LLC
Warmer can help you find a great advisor at Carbahal Olsen Financial Services Group LLC or one who fits your needs even better.
Carbahal Olsen Financial Services Group provides comprehensive and limited financial planning and discretionary asset management to individuals (including high net worth clients), small businesses, and pension/profit-sharing plans. Its services include written financial plans, model-based portfolio management, a Fidelity-based annuity management program, and ongoing performance reporting. The firm uses a Core/Satellite investment framework, emphasizing low-cost ETFs and diversified strategic allocations as the core with tactical satellite positions to target specific market sectors, guided by modern portfolio theory and macroeconomic analysis. COFS also offers custom accounts and specific model implementations for employer-sponsored retirement plans that rely on actively managed Fidelity mutual funds or annuity sub-accounts when appropriate. What distinguishes COFS from many peers is its scale and business affiliations: the firm reports approximately $257.6 million in assets under management, a level uncommon for firms of its advisor count, and it is affiliated with an accounting practice whose principals refer clients—a relationship the brochure discloses as a material conflict of interest. It also relies on a single custodian platform for client accounts and discloses other ancillary activities (insurance licensing, issuer board service) that the firm says are managed through its policies and disclosures.
To learn more about the advisors currently working at Carbahal Olsen Financial Services Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Davis, CA
| 15
| |
Davis, CA
| 8
|
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