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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Jeremy Olen, CFA®

Jeremy Olen, CFA®

Managing Partner & Chief Investment Officer. The Financial Services Network

 

Jeremy Olen, CFA® Managing Partner & Chief Investment Officer The Financial Services Network As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Independent Wealth Connections in how to best leverage investment tools, strategy, and technology to support the practice.

Jeremy’s prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETFs. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.

Jeremy lives in Sacramento, and in his free time loves nothing more than spending time with family and hitting the slopes.