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Olivia Summerhill, CFP®, CDFA®

5400 Carillon Point
Kirkland, Washington 98033
United States
Office Phone: 2068561785
Member since 2020
Membership Type: IACP

Profession(s)

Financial Professional

Olivia Summerhill, the founder of Summerhill Wealth Management, works exclusively with affluent women, protecting their lifestyle throughout the divorce process. Olivia works closely with her clients’ divorce attorneys to give them the ammunition they need to negotiate the most advantageous settlements.

After the divorce finalization, Olivia uses her knowledge of behavioral finance to work with her clients on topics relating to a divorce’s impact. Specifically, on the psychological behaviors such as self-awareness, money patterns, and effective financial decision-making, her female clients can control and maintain their living standards.

Olivia is one of few financial professionals to hold a Certified Financial Planner, Certified Divorce Financial Analyst, and Behavioral Financial Advising credentials.

A few key points Olivia can accomplish for clients amid a divorce:

Understanding the short- and long-term effects of dividing property
Understanding tax issues
Analyzing pension and retirement plans and calculating the present value of a pension
Determining if the client can afford the marital home, and if not, what she can afford
Determining the cost basis and capital gains on the sale of the marital home
Evaluating the insurance needs of the client and determining if the client qualifies for COBRA
Determining earning capabilities
Establishing assumptions for projecting inflation and rates of return

Area(s) of Practice: Divorce Financial Planning, UHNW
License(s): CFP, CDFA, CAP, BFA, CRPS

Undergraduate Education

Missouri State University, 2011
Universite Blaise Pascal, 2011

Professional Education

Northwestern University, 2018