Build your base

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Philip Olson, CFP®

CFP®, The Art of Finance


Philip has called Austin, Texas home since 1997. He attended the University of Texas in the Department of Theater & Dance where he met Julia while working backstage for a children’s dance show about a baby monkey. Eighteen months later, they were married.

Philip spent several years as a ‘starving artist’ – waiting tables, parking cars, and making lattes. Eventually, he became a theater instructor, where he fell in love with teaching and coaching his students. Philip led hundreds of theater productions at ZACH Theater, KidsActing, and more.

Eventually, Philip left the professional artistic world when a recruiter for a financial services firm said: “This industry needs more people like you – a people person.” He was inspired to make a difference in a notoriously un-caring industry, and began to study for the Series 7 exam in 2011. He’s been in love with financial planning ever since. In 2015, he went on to pass the Certified Financial Planner™ Board Exam and now wears the ‘CFP®’ marks with pride.

Illustration by Kailyn Carr.


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