MALVERN, Pa., May 24, 2016 /PRNewswire/ -- OneSource Retirement Advisors announced that Jim Olsen has joined the firm as Chief Investment Officer, responsible for the OneSource's investment process and advising emerging-affluent clients on a range of retirement issues, including the construction of portfolios to support lifetime income.
"Jim Olsen brings extensive experience in helping to design portfolios for clients approaching retirement," said John O'Brien, President of OneSource. "We look forward to his critical thinking and to applying his experience as we continue to deliver retirement portfolios that provide steady income, safety and measure of growth for our clients."
Olsen most recently served as First Vice President and Chief Market Strategist for First Niagara Bank, where he was responsible for the economic and portfolio advice delivered to its wealth management clients.
"OneSource provides clients with a total retirement solution: taxes, estate and financial planning," said Olsen. "Its comprehensive approach is one that, in my experience, is in the best interest of the client."
Olsen earned his B.A. from Macalester College and MBA from Temple University. In addition to being a Chartered Financial Analyst charter holder (CFA), Mr. Olsen holds the Certified Financial Planner designation (CFP®).
ABOUT ONESOURCE RETIREMENT ADVISORS
Founded in 1999, Malvern-based OneSource Retirement Advisors has grown to over $250MM in assets under management. The company helps its customers through retirement transitions using a unique multi-disciplinary approach comprising wealth management, tax planning, legal advice, and estate counseling. This method allows the firm to consider and solve problems outside of traditional financial boundaries. OneSource Retirement Advisors is headquartered at Chester County Commons, 4 Mystic Lane, Malvern, PA 19355 and can be reached at 844-413-2986.
W. Edward Pierce
Media, PA 19063, USA
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SOURCE OneSource Retirement Advisors