Olivia Langs, CFP®, CDFA®
Associate Financial Advisor
Olivia Langs is a Certified Divorce Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ practitioner with over 10 years of experience in the financial industry. She works with Seth Kaplan in his financial advisory and divorce related analyst engagements.
In addition to traditional wealth advisory services, Olivia works with Seth to provide specialty expertise on divorce related financial matters. When working with traditional financial advisory clients, Olivia focuses on a comprehensive and customized planning approach for each client. When providing divorce financial analyst services, she ensures the proper time is taken to study and understand each unique case, providing analytical support to Seth as they work with clients and their attorneys or mediators towards possible settlement options.
Graduating Summa Cum Laude with her B.S. degree in Finance, Olivia takes great pride in using her knowledge to provide exceptional care and expertise to clients. In addition to being a Certified Divorce Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ practitioner, Olivia holds the FINRA Series 7, 66, 9 and 10 registrations, and is licensed for life insurance in the state of California.
CA insurance license number 0K12085