Client Services · Relationship Manager

Olga Proctor

Relationship Manager · Financial Focus, LLC

Olga is a Relationship Manager at Financial Focus LLC, responsible for handling and maintaining client accounts on a day-to-day basis. She interfaces with clients for inquiries, administrative management, and follow-up, bringing more than 20 years of experience in the financial planning industry to every interaction.

Olga is married and the mother of three daughters. She loves spending time with family and friends, and outside of work you'll find her traveling, taking long walks on the beach, or hiking with her husband.

Background & Qualifications

Over two decades of experience in the financial planning industry, backed by broad insurance licensing and administrative expertise.

Licensing
Property & Casualty, Life & Health Insurance
CA Insurance License #0D03850
Registration
Licensed Administrative Assistant
Osaic Wealth, Inc.

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