DJ Oliver, Financial Advisor located in Ladera Ranch, CA

Financial Advisor
DJ Oliver

MBA, CFP®
999 Corporate Drive Suite 205, Ladera Ranch, CA 92694opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Wealth Strategies
  • New Investors
  • College Savings
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Team Members

  • Rachel Garrido
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(949) 347-0833

Fax

(800) 670-8809

Office Address

999 Corporate Drive Suite 205
Ladera Ranch, CA 92694opens in a new window

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