Broker Check
Olivia Williams

Olivia Williams

Financial Planning Specialist

Olivia is a member of our comprehensive financial planning team. After graduating from Utah State University with a degree in Business Management with an emphasis in wealth management, Olivia spent two years working as a client relations specialist before joining the planning team at Cambridge Financial Services. As Financial Planning Specialist, Olivia runs “SWOT” and Gap studies where she analyzes the financial, legal, and tax implications of each client’s plan and then summarizes them into a format that can be easily understood. Olivia prioritizes the details in each client’s plan, as she analyzes through different angles to see what potential strengths and issues are present. 

A native of Arizona, Olivia loves surfing on the lake, working out, and cheering on the Diamondbacks.

Education & Certifications:

  • Utah State University, B.S. Business Management, Emphasis in Wealth Management
  • Certified Financial Planner

Licenses

  • Life, Health, Disability, Property & Casualty
  • Series 7, 66