David Olson

MBA, ChFC® Founding Partner

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(216) 910-1857
dolson@beaconplanners.com

David has been in the wealth advisory industry since 1992.

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As Beacon’s Financial Officer, David oversees all the financial aspects of Beacon Financial Partners and Beacon Financial Advisory.

 

David is the managing partner of Beacon CFO. Click here to learn more about our services. 

Contact Us

(216) 910-1850

Toll-Free: (866) 568-3951

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25825 Science Park Drive, #110 Cleveland, OH 44122

Email: info@beaconplanners.com

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Check the background of your financial adviser on Finra Broker Check. 

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©2020 Beacon Financial Partners

Beacon Financial Partners, LLC. All Rights Reserved

Rankings are not indicative of future performance and are no guarantee of future financial success. Firms do not pay a fee to be placed on the list. For source and details of rankings, click here.

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©2020 Beacon Financial Partners | (216) 910-1850 | toll-free (866) 568-3951 | Beacon Financial Partners, LLC. All Rights Reserved

 

Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers.

Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com

Beacon Financial Advisory, LLC/Beacon Financial Partners, BeaconCFO,  and the above firms are independent and non-affiliated.

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IMPORTANT INFORMATION:

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.  Lincoln Investment, Capital Analysts, and Beacon Financial Advisory LLC are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states.  Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.  

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