"Our value, as advisors, goes well beyond investment selection and asset allocation. Our focus is to understand our clients' goals, put them in the best position to exceed these goals and to deliver an outstanding investment and financial life planning experience."
Olivia started her financial career with Shearson Lehman Brothers as a financial consultant rising to the level of first vice president. During her 14 years with the firm, along with managing her clients’ investment assets, she was the insurance advisor for a branch of 45 brokers and assistants as well as one of the only branch consultants providing options and commodities advice to clients and peers.
In 1999, Olivia established her own Registered Advisory firm, Paragon Investment Advisors. PIA managed over $50 million in assets, providing investment and advisory services in both traditional and alternative investments for high net worth individuals and institutions.
The Real Estate division of Paragon provided developers and property owners advice on land use, management, acquisition and disposition planning of sites ranging from 10,000 to 100,000 square feet. Along with potential property acquirers, PIA advised business owners on building, leasing and financing their own building.
Olivia's commitment to the retirement needs of her clients has led to her development and promotion of a diversified investment strategy consisting of growth and income and the use of guaranteed returns to meet core needs, if required.
With over 30 years of experience in all phases of investment consulting, her current focus is to surpass clients' needs, bring clarity, objectivity and efficiency to their financial lives, keep them focused on long-term financial goals and put them in the best position to have a good outcome.
She is a founding partner of HPA Financial Group, LLC , A Registered Investment Advisor.