Olivia Zaiya, JD, CFP

Olivia Zaiya, JD, CFP®, is an advanced planning consultant at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. Since joining our San Diego office in July 2014, she has been providing support to affiliated advisors in all areas of financial planning, including financial planning software and business, tax, education, estate, and social security planning. Prior to joining Commonwealth, Olivia was a practicing business attorney in Dallas, Texas. She obtained her JD and MBA from Syracuse University, and she received her BBA in business economics from the University of San Diego. Olivia holds the CFP® designation, as well as FINRA Series 7 and 24 securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

5 Steps for Incorporating Health Care Planning into Your Practice

Your Clients' Social Security Questions Answered

5 Steps for Incorporating Health Care Planning into Your Practice

Posted by Olivia Zaiya, JD, CFP

November 3, 2015 at 10:00 AM

According to a 2014 Merrill Lynch study, respondents cited health care expenses as their biggest financial concern in retirement. Yet only 15 percent estimated how much money they would need to cover those costs.

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Topics: Retirement Income Planning

Your Clients' Social Security Questions Answered

Posted by Olivia Zaiya, JD, CFP

February 10, 2015 at 10:00 AM

As the baby-boomer generation reaches retirement, you are likely to find yourself on the receiving end of more and more of your clients' social security questions—and the scenarios can be extremely complicated. You and your clients may be leaving money on the table if you don't understand the fundamental rules regarding these retirement benefits.

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Topics: Retirement Income Planning

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