Olivia A. Mussett, CFP® is the founder of Mussett Wealth Management, LLC, an independent, fee-based financial planning firm located in Rensselaer, New York. Olivia focuses on providing comprehensive financial planning and investment management to individuals, families, small businesses and charities. She works directly with clients to structure and implement successful financial plans, to include appropriate asset allocation and investment planning, as well as retirement and risk planning.
Olivia began her career in the Financial Services industry in 1998 with Banc of America Investments in Jacksonville, Florida. In this role, she analyzed and monitored client portfolios and implemented adjustments to their investment strategy. In 2001, she joined Prudential Securities in Albany, NY, where she managed all aspects of investment administration for two independent investment teams. In 2002, she was a Relationship Manager with Curran Advisory Group of Wachovia Securities and later Curran Investment Management, where she created and managed financial plans for high net worth clients.
Olivia is a 2004 graduate of The American College’s CFP® Certification Program, successfully completing studies in financial planning, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. In 2005, she earned the CERTIFIED FINANCIAL PLANNER™ designation. She was a Series 7, 63 and 65 investment advisor and is currently licensed in life, accident and health insurance. She has completed the NYS Partnership for Long-term Care Insurance training.
Olivia is Chairperson for the Programs Committee and serves on the Board for the Financial Planning Association of Northeastern New York. She is a member of the Women’s Business Council of the Albany County Chamber of Commerce, a volunteer with Junior League and is the proud leader of Brownie Girl Scouts Troop # 1195.
Her goal is to build long-term relationships with her clients based on trust and integrity and to expand her business through referrals from satisfied clients.