About My Practice
Mussett Wealth Management is a financial planning and Registered Investment Advisory firm located in Guilderland, New York. We offer comprehensive financial planning, that encompasses retirement, estate, education and risk planning and investment management, to individuals, families, charities and small businesses.
Our goal is helping clients make wise and informed choices with their money. Mussett Wealth Management integrates retirement, risk, estate and education planning with investment management and tax strategies to help our clients achieve the life and retirement they desire. We work with families and individuals in a comfortable setting where relationship building is a priority.
Whether you are concerned about building your assets, protecting your family, evaluating your retirement options or planning for the security of someone you care about, Mussett Wealth Management has the experience and training to help. Our professionals are CERTIFIED FINANCIAL PLANNER™ practitioners. As such, we abide by a written and enforced Code of Ethics and must complete annual continuing education in financial planning curriculum for recertification. Our professionals have years of experience in retirement planning, financial analysis, investment strategy, and portfolio design and management. We use our training and experience to integrate our knowledge of retirement planning, investments, taxes, insurance, debt, and estate planning into personal advice that’s focused on your goals.
Olivia A. Mussett, CFP® has 15 years of experience in the financial services industry. She has been a financial planner since 2002, creating and managing financial plans for clients, as well directing investment strategies.
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.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 63, 65
Life insurance, Health/disability insurance, Property/casualty
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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