Trishia Olivas
How I Work With You
Your financial future begins with a conversation. I believe that understanding your unique goals, values, and circumstances is the foundation for building a personalized strategy that works for you. Whether you’re navigating a significant life change, growing and protecting your business, or planning for your family’s future, I’m here to simplify the process and guide you with clarity and confidence.
What I Do
My mission is to help you make sense of life’s financial complexities and turn them into opportunities. I work closely with clients to address immediate priorities - like managing investments, structuring inheritance plans, or navigating a business transition - while creating a long-term plan that helps bring financial confidence and stability. My approach is always collaborative, thoughtful, and tailored to your unique journey.
Why Work With Me
- Personalized Planning: Every client’s story is different, and your financial strategy should reflect that. I create appropriate solutions that are as unique as your goals.
- Holistic Perspective: From saving for your children’s education to planning for retirement or transferring wealth, I help you stay on track with every stage of life.
- Trusted Collaboration: I work alongside your other trusted advisors - like attorneys and tax professionals - to help ensure every detail of your financial plan is aligned and cohesive.
- Focus on Confidence: More than managing numbers, I’m here to provide clarity and support so you can feel confident about your financial future.
Who I Help
- Women navigating life transitions, including divorce, widowhood, or major career changes.
- Business owners balancing the complexities of running a company with personal financial planning.
- Families planning for their children’s education, saving for retirement, or building wealth to pass on to future generations
- Medical professionals balancing high incomes, debt management, and creating strategies to help preserve and grow their wealth.
If you’re looking for a financial advisor who takes the time to understand your story and helps you create a plan tailored to your goals, let’s connect. Together, we’ll help turn life’s financial milestones into opportunities for growth and success.
I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America I will work with you to develop an approach designed to help address your financial needs.
CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
