Private Wealth Services, LPL Financial
Amber Kodad and Olson Wealth group align in the belief that wealth carries both extraordinary opportunity and significant responsibility. With increased wealth comes complexity, and the decisions about how to align financial strategies with personal aspirations become paramount. Amber Kodad brings over 15 years of financial services experience to help Olson Wealth Group guide clients and families in navigating these decisions with clarity and confidence. She partners with OWG put plans in place that endeavor to maintain and grow wealth for clients in line with the vision and the legacy they wish to create.
Amber collaborates with the Olson Wealth Group to provide distinctive guidance to families of significance, helping them set strategic direction, develop capabilities, and implement tailored solutions. She supports our proprietary wealth management process, SCOPE, which allows us to anticipate issues proactively, strategize for best outcomes, and remain deeply committed to each client’s success.
Amber earned her Bachelor of Science in Financial Planning from San Diego State University and her Master of Business Administration from California Miramar University. She is a Certified Financial Planner® and holds FINRA Series 7 and 66 licenses.
