Office is located in 13104 Philadelphia St, Suite 207
Whittier, CA 90601
Integrity Independent Financial & Insurance Services
Oliver works out of our Chino Hills office, whilst having a home office in Whittier, CA, where he lives with his wife Michelle. He has over 20 years experience in Financial Services, advising clients internationally, having operated out of the UK as a British national. His experience overseas brings a wealth of knowledge to the team, whilst being able to leverage the specialists around him to help deliver holistic plans, tailored to individual client needs.
Educated in Scotland at the University of Stirling, he obtained a Bachelor of Arts degree in Business with Economics, gaining further professional qualifications whilst working for a firm of Stockbrokers in the City of London. His background & passion for investments provides a foundation which enables him to construct client portfolios & implement strategies which allow clients to secure and protect their financial freedom. As a Retirement Specialist, he can educate clients and provide sustainable solutions, so they are able to navigate & prepare for their retirement.
In his personal life, he has adapted to early starts, catching up on UK sport! He enjoys spending time with family & friends, connecting with individuals and embracing all that California has to offer. He is also a keen golfer and an avid skier.