Kestra Advisory Services
43yrs
Top advisor by experience in Fairfield
33yrs
Mark Olson has worked in the financial industry for 33 years and is a financial advisor based in Fairfield, New Jersey. After 13 years at Eagle Strategies and two years at MSI Financial Services, Mark joined Cornerstone Planning Group in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Mark holds the CFP® designation.
At a glance
Experience33 years (since 1993)
How that compares ?Top advisor by experience at Cornerstone Planning Group
Office350 Passaic Avenue Suite 201, Fairfield, NJ 07004
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$644,131
Advisors at the firm23
States licensed ?1 state
Services through Cornerstone Planning Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Aug 2025 – nowCornerstone Planning GroupCurrent firm
- 2012 – 2025Eagle Strategies LLCPreviously
- Jul 2002 – Feb 2004MSI Financial Services, Inc.Previously
Contact Mark
(973) 487-3220Cornerstone Planning Group main office 350 Passaic Avenue Suite 201Fairfield, NJ 07004Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Cornerstone Planning Group at (973) 487-3220 and ask for Mark Olson. Mark works from the Fairfield, NJ office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1993, about 33 years. Top advisor by experience at Cornerstone Planning Group.
What licenses does Mark hold?
Series 63. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
Cornerstone Planning Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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