Oliver, Susan

 

Susan Oliver


I am a licensed agent with Taylor Insurance and Financial Services, a full service financial services practice located in Pasadena, California. I am accomplished in delivering solutions that can help enable clients to realize their financial goals as well as making sure that their families and assets are protected. As a broker with access to quality products in the marketplace, I provide solutions that address asset protection, income strategies, tax reduction programs, estate planning and insurances. I work with professionals and business owners. My clients are in a wide range of industries.

 

Prior to entering the insurance and financial services industry, I enjoyed a successful career in marketing and advertising. I spent 16 years as a regional and national account executive for Valpak, a national print and internet advertising firm and achieved $7.7M in annual revenues placing me #2 in the country. I built key relationships with high-level executives that secured regional and national accounts and created successful marketing campaigns that led to the rapid growth of the Los Angeles division. I was also a Key Club (top 5%) producer for several years.

 

Prior to my success at Valpak, I was ranked as a top account executive at PennySaver, growing revenue from $50,000 to $432,000 over 4 years.
I hold an AA degree in Liberal Arts and attended Cal Poly San Luis Obispo studying Biology towards my BS.

 

As an active member of the community, I have coached youth soccer teams and played in several soccer leagues over the years. I enjoyed an early career as a dog trainer, working with celebrities and entertainment executives. I am currently active in German Shepherd and Doberman dog rescue.

 

* Susan Oliver is not registered with SagePoint Financial, Inc.

 

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These rating should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.


Check the background of this investment professional on FINRA's BrokerCheck