Oliver is our Investment Analyst and Paraplanner. He joined the Salient Wealth Planning Group team in 2015 after graduating from San Diego State University with a Bachelors of Science degree in Finance. He was an ambitious student, having graduated in three years at the age of 20. Oliver works directly with our founders in providing in-depth research and analysis of each investment as well as structuring Salient’s platforms and client portfolios. As our internal Paraplanner, he works with the planners in case design, financial conditioning models, and implementation. Oliver is licensed in his FINRA Series 7 and is a candidate as a Registered Paraplanner.
Oliver was born and raised in Manchester, England and immigrated to the United States at the age of 11. He was a member of the San Diego State University Men’s rowing team.