Lawrence Olin

Lawrence C. Olin, CFP®

Managing Director – Investments
Senior PIM Portfolio Manager
CA Insurance License #0B73933
Resident State: CA

As a founding member of the Olin Financial Group, Larry focuses on retirement planning, IRA strategies and asset management, all within the framework of a comprehensive understanding of corporate retirement plans. He is well versed in stock option plans and deferred compensation plans (CIP, ESOP, ESIP, ESIP-RP, LTIP, DCP, NQSO, SAR, PSU, RSU, RRP, CRP, etc.). He is a graduate of the Santa Clara University School of Business and holds the designation of CERTIFIED FINANCIAL PLANNER™ professional. Larry is a Managing Director - Investments and is a Premier Advisor* member. Larry was named one of The Bay Area’s top 75 Wealth Advisors in 2008 by the SF Business Times and Winners Circle**. For the last nine consecutive years (2012-2020) he has been recognized as; a Five Star Wealth Manager***. Larry was also recognized as one of the Bay Area’s Premier Wealth Advisors**** by National Association of Board Certified Advisory Practices (NABCAP), in 2012, 2013, and 2014. Most recently Larry was named to the ranking of 2019 and 2020 for Best in State Wealth Advisors by Forbes*****.

A true sports lover who played tennis at the collegiate level, Larry remains active in many sports including, triathlon, cycling, golf, tennis, basketball and skiing. You could say he’s up for pretty much anything. He also feels involvement in the community is imperative and supports various charities. Larry enjoys spending time with his family (wife, daughter and son) doing many outdoor activities and their frequent visits to Lake Tahoe.

* The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by three or more of the following; length of service with the firm, completion of educational components, business production, and professionalism.

** Criteria was based on thousands of filtered nominations from investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.

***The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one clients’ experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.

2013- 858 East Bay Area wealth managers were considered for the award; 194 (23% of candidates) were named Five Star Wealth Managers.
2014- 4,527 East Bay Area wealth managers were considered for the award; 204 (5% of candidates) were named Five Star Wealth Managers.
2015- 2,261 East Bay Area wealth managers were considered for the award; 183 (9% of candidates) were named Five Star Wealth Managers.
2016- 948 East Bay Area wealth managers were considered for the award; 182 (20% of candidates) were named Five Star Wealth Managers.
2017- 1,049 East Bay Area wealth managers were considered for the award; 95 (9% of candidates) were named Five Star Wealth Managers.
2018- 1,397 East Bay Area wealth managers were considered for the award; 113 (8% of candidates) were named Five Star Wealth Managers.
2019- 1,340 East Bay area wealth managers were considered for the award; 104 (8% of candidates) were named Five Star Wealth Managers.
2020 - 1,260 East Bay area wealth managers were considered for the award; 88 (7% of candidates) were named Five Star Wealth Managers.

****Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list, Winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any one client's experience and is not indicative of past or future investment performance.

*****The Forbes Best in State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK