Olio Financial Planning
We provide clear guidance for your entire financial life to help you live well. Taxes, estate planning, cash management, insurance, investments, and retirement planning are the six core areas of financial planning. We balance an equal focus on all of them, and we make sure you share in our expertise by prioritizing your ongoing education. We believe that your finances should support and enhance your life - helping you pursue what you care about.
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Verified contacts
11
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
126
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- RH
Robin Hoback
Chief of Staff · General Business & Management
EmailPhone - AA
Amanda Ansell
Director of Financial Planning · Finance & Accounting
EmailPhone - RP
Rachel Potters
Director of Compliance · Finance & Accounting
EmailPhone - AM
Amy Moore
Associate Financial Planner · Finance & Accounting
EmailPhone - CD
Christine Damico
Financial Planner · Finance & Accounting
EmailPhone - VD
Vickie Damico
Brand Strategist and Community Advocate · Advertising & Marketing
EmailPhone - AJ
Andrew J. Miller
Founder & CEO · General Business & Management
EmailPhone - LG
Lauren Gogal
Former D1 Women’s Soccer Athlete at Virginia Tech with a degree in Finance (CFA). Currently pursuing a career as a professional athlete. · Other
EmailPhone
Showing 8 of 11 verified contacts
Top roles at Olio Financial Planning
10 distinct titles indexed · top 10 shown.
- 2founder & ceo
- 1associate financial planner
- 1brand strategist and community advocate
- 1chief of staff
- 1client success associate
- 1director of compliance
- 1director of financial planning
- 1financial planner
- 1financial planning and wealth management student at virginia tech
- 1former d1 women’s soccer athlete at virginia tech with a degree in finance (cfa). currently pursuing a career as a professional athlete.
Sign up to unlock all 11 contacts at Olio Financial Planning
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 11 verified contacts at Olio Financial Planning
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