Sam Olson
Sam is a Partner and Adviser at Bonsai Financial. He enjoys helping clients pursue their long-term financial objectives through a systematic approach to goal-setting and problem-solving. Coming from a background in aviation, he has a unique perspective when it comes to risk management, implementation of a plan that is both individualized and flexible, and keeping the long-term objectives in mind.
Sam holds a degree in Aviation from the Academy College in Bloomington, MN. He is a licensed Investment Adviser Representative, which means he is held to the fiduciary standard and is legally required to act in your best interest. Sam also has passed the Series 65 securities exam and holds life and health insurance licenses in Arizona, Minnesota, Wisconsin, Michigan, and Florida.
Sam currently resides in Gilbert, AZ with his wife, their 17-year-old son, and three dogs. Sam enjoys spending time with his family and loves the outdoors, specifically playing golf, tennis, hiking, skiing, snowmobiling, and fishing.
Safe Money & Income Radio Show
Are you tired of exposing your retirement to stock market risk? How would you like the potential to participate in credited interest from market indexed returns and limit the downside? Join Sam Olson for the Safe Money and Income Radio Show on Sundays at 2PM. You can also call Sam for your complimentary Safe Money and Income Kit and Safe Money and Income book at 844-354-7233.
