Caitlin John
Caitlin John (CRD# 154494) is a financial advisory firm headquartered in Brighton, MI. They manage $143,336,224 in 948 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management143MILLION
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Total Number of Accounts948ACCOUNTS
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Average Account Value$151,199
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, CT, FL, IL, IN, MD, MI, NJ, NY, PA, TX, VA
After sharpening my skills at a major Wall Street firm in the Bay Area, I realized that my personal and professional standards were better aligned with an independent, comprehensive, and holistic firm to better serve my clients’ best interests. As your trusted advisor, listening to you and your family’s dreams and values gives me the depth of understanding to guide our investment decisions. Because we’re better together.
Born in the Bay Area, I was forced to seek stability and dance with uncertainty from an early age in the foster care system. My ability to listen, comprehend, and tailor creative financial strategies to protect and grow the wealth of my clients have been a direct result of my life experiences.
I currently reside back and fourth from texas to california with my wife, Letty, our daughter, Olivia, and another one the way.
Olivia wealth management is a digitally enhanced advisory proctice. Meaning, although we do meet with some people in person, many of our client prefer to interact with us solely over the internet. They have found it to be more comfortable and efficient.
James Anadon (CRD# 6332486) is an Investment Advisor Representative working at Caitlin John, LLC under the DBA: Olivia Wealth Managment, llc. and has 11 years of experience in the finance industry.
Sefton Barnes (CRD# 6696699) is an Investment Advisor Representative working at Caitlin John in Tampa, FL and has over 7 years of experience in the finance industry.
Ronald Briggs (CRD# 1622903) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 33 years of experience in the finance industry.
Paul Compeau (CRD# 5424507) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 14 years of experience in the finance industry.
Michael Haskell (CRD# 5624150) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 10 years of experience in the finance industry.
Neil Kaplan (CRD# 6759430) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 7 years of experience in the finance industry.
Scott Karl (CRD# 2868011) is an Investment Advisor Representative working at Caitlin John in Fresno, CA and has over 26 years of experience in the finance industry.
David Kisser (CRD# 1129907) is an Investment Advisor Representative working at Caitlin John in New Smyrna Beach, FL and has over 40 years of experience in the finance industry.
Richard Kisser (CRD# 2472561) is an Investment Advisor Representative working at Caitlin John in Troy, MI and has over 30 years of experience in the finance industry.
Matthew Lamarre (CRD# 5700217) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 13 years of experience in the finance industry.