Olivia serves as a Senior Client Associate in our Santa Barbara office, where she is responsible for client outreach, compliance oversight, account maintenance, and a variety of other operational and client service functions.
Olivia graduated in 2022 from Westmont College where she studied Economics and Business. She is currently completing a Master of Science in Finance, further expanding her expertise in financial planning and investment management.
Having grown up with a family all in the healthcare industry, she had the example of work as a service, which she still maintains as a core value in her work today. She saw the opportunity to serve in the finance industry through an internship in Sacramento. After graduating, she continued working in the industry for a financial firm in the Santa Barbara area before joining the Foronjy Financial team.
As a former college athlete, Olivia enjoys staying active in her free time by surfing the local breaks, hitting the slopes in the wintertime, and coaching for the Dos Pueblos swim team. She loves spending quality time with her family and friends, going on spontaneous adventures, and trying new coffee shops.