Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Michael W. Olff, EA, CFP
Owner/President
925-954-6155
- 1997 - Bachelor of Science in Human Biology - National University of Health Sciences
- 1979 - Doctorate of Chiropractic from the National University of Health Sciences
- 1990 - Board Eligible Neurology
- 1979 - 2008 - Private practice in Chiropractic Medicine in Hayward and Discovery Bay
- 2008 - Completed the Certified Financial Planning program - Boston University
- 2016 - Completed certification by the Internal Revenue Service as an Enrolled Agent
- Licenses held: Securities, Life/Health Long Term Care and Disability Insurance, Private Client Tax Preparation, Investment Advisor Representative (IAR)
Primary client emphasis is comprehensive financial planning, retirement planning, investment/asset management, and Tax preparation and planning.
For many years, Mike has counseled family and friends on various financial matters....so it was natural that a few years ago, while still a chiropractor, Mike decided to start undertaking the rigorous training required to obtain his Certified Financial Planning certification. Mike has now sold his chiropractic practice and devotes his full time to the financial planning field...helping other chiropractors, healthcare providers and clients achieve their financial goals and independence
Mike and his wife Carol have 4 children, Kathleen, Bryan, Kiel and Ryan. And 7 grandchildren. They have lived in the Bay Area for 40 years. His hobbies, in addition to being an accomplished musician, include golf, skiing and Napa Valley trips.