About Emily Oliver

Director of Client Care

Emily Oliver, FPQP™, joined Dynamic Wealth Partners in April, 2018, as Director of Client Care. She brings with her more than 15 years of client service experience, and more than a decade in the financial services industry. Emily obtained her Financial Planner Qualified Professional designation from the College of Financial Planning in 2013 and has enjoyed assisting clients achieve their financial goals ever since.

Emily will be dedicated to assisting our client partners with service requests, helping coordinate the financial planning portal for engaged client partners, and continuing to deliver as well as enhance the concierge-level service that our clients have come to expect when working with DWP. 

Emily and her husband of seven years moved from San Diego to Chandler, AZ, in 2015 with their two sons and two huskies. She enjoys hiking, golf, travel, and spending time with her family.

© 2017 by Dynamic Wealth Partners, LLC | Rights Reserved.

 

10450 E. Riggs Road, Suite 112 | Sun Lakes AZ 85248 | Office: 480-895-2148 | EFax: 888-501-1721

 

Investment advisory services offered through Dynamic Wealth Partners, LLC (DWP), a Registered Investment Advisor. Dynamic Wealth Partners LLC will only provide investment advisory services in jurisdictions where it is registered as an investment adviser or exempt from registration. Insurance and annuities offered through Caduceus Financial Services LLC (CFS). DWP and CFS are separate entities and neither provides legal or tax advice.

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(844) 397-2929

Dynamic Wealth Partners