James Anadon- Financial Advisor Reedley, CA

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About James Anadon

We are a family centered Investment Management and holistic Financial Planning firm that believes there is no cookie cutter plan or investment approach for everybody.

It is our mission to be intentional about learning your story so we can carefully tailor a financial blueprint and investment plan that fits your unique goals and needs. In other words, we grow together.

Olivia Wealth Management specializes in quality and holistic Financial planning, Tax planning, Retirement planning, Equity based compensation strategies, and customized investment strategies for individuals, families, and businesses. We do this by leveraging the best technologies available to make your experience personable and convenient.

See Disclosures

General Information

Firm Start Year

2010

No. of Employees

20-49

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

baccalaureate - Economics

San Francisco State University
08/04/2014 -12/16/2016

baccalaureate - Finance and Econmics

Grand Canyon University
08/10/2018 -12/30/2020

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891319/paladinregistry-Caitlin-John-DBA:-Olivia-Wealth-Management-detailed-disclosure.html

Disclaimer

Asset Management and Investment Advisory Services provided by the Investment Advisor Representatives of Olivia Wealth Management are offered through Caitlin John Private Wealth Management LLC., an SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / Toll-Free 877-238-1680. Olivia Wealth Management and Caitlin John, LLC. are separate entities and are not affiliated. In general, as related to investing and investment strategies, there is potential for profit as well as the possibility of loss, including the loss of Principal. Past performance does not guarantee future returns. Investors should thoroughly evaluate their financial goals, objectives, and risk tolerance with their Advisor before investing.

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Paladin Research Report For:

James Anadon

Caitlin John DBA: Olivia Wealth Management