Olivia Zaiya, JD, MBA

Olivia Zaiya, JD, MBA

Advanced Planning Consultant


  • Supports advisors in all areas of financial planning, including business, tax, education, estate, social security, and retirement income planning
  • Holds a BBA in business economics from University of San Diego and an MBA and JD from Syracuse University
  • Is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification
  • Has prior experience as a business attorney in Dallas, Texas