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Southern California’s Financial Advisor with over 18 years of experience in Business and Personal Financial Planning.

Mike Olivia provides a comprehensive planning solution for business owners, their families, and key executives. The goal of most business owners is to successfully transition their business, capitalizing on their life’s hard work. We work with business owners and their advisors to evaluate their current plan and bring forth ideas to promote increased valuation and assist in the transfer of the business to a third party, co-owner, family member or key employee group through discounting and tax ...

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