Patrick E Olski
Wealth Management Advisor|CFP®, MBA
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Professional Designations & Licenses:
- Certified Financial Planner (CFP®): CFP Board
- Charted Financial Consultant (ChFC®): The American College
- Chartered Life Underwriter (CLU®): The American College
- Certification for Long Term Care (CLTC®): Certification for Long Term Care
- Series 6, 63, 65, 7
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2005-2013
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Personal
Patrick E. Olski, joined Northwestern Mutual in February 2002. Patrick started his career with New England Telephone in 1988, and left at the merger that created Verizon Communications 12 years later. He enjoyed positions of increasing responsibility in the areas of Sales, Marketing, Operations, and Business Development. After Verizon, Patrick joined eDial, an Internet based Telecommunications Service Provider, as Director of Business Development for 1 year, then left when the Internet bubble burst in 2001.
He is originally from Liverpool, New York. He graduated from Syracuse University in 1986 with an undergraduate degree in Mechanical Engineering. While at Syracuse University Patrick was a member of the Freshman Crew team, and was actively involved with his fraternity Zeta Psi. He earned his Masters in Business Administration (MBA) from Boston College in 1994.
He is the proud parent of two awesome boys, Brendan (27) who is living and working in San Francisco, and David (25) is an Ornithologist working at a Bird Sanctuary on the Gulf Coast of Texas.
Leisure activities include watching and attending sporting events, cycling, skiing, and golf. Patrick has a passion for cooking, music, and backgammon.
Currently an empty nester with his Australian Cattle Dog Cato!
Lick Cancer
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects.
He has raised over $80k riding in the Pan Mass Challenge (PMC) over 18 years riding with Team Lick Cancer to raise money for the Dana Farber Cancer Institute. The PMC is a 192-mile cycling event completed over 2 days, and has raised over $1B million since 1980 to find a cure for Cancer.
Sherborn Lions Board Member
While living in Sherborn, Ma I was actively involved with the Sherborn Lions. Our fundraising efforts ranged from collecting recycling bottles at the transfer center to co-hosting fundraising events with other organizations, such as the Breakfast with Santa in December. These fundraisers support many programs in the Lions Club, such as sending relief during times of disaster through the Lions Club International Foundation (LCIF). Eye research is a main focus of Lions and Massachusetts is home to some of the top eye research programs.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
