Chad Olson

AJW Financial Inc. - 3300 Edinborough Way, Ste 550
Edina, Minnesota 55435
United States
Office Phone: 952-405-2000
Member since 2013
Membership Type: IACP

Profession(s)

Financial Professional, Mediator

Chad is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Divorce Financial Analyst (CDFA®) designation with over 15 years of experience in the financial services industry. He started his career in 2005 as an advisor for Ameriprise Financial. His core focus is as a neutral in collaborative divorce proceedings and mediation, having served as a neutral on over 500 cases. People often meet with Chad after their attorney recommends him in the divorce process or even prior to retaining divorce counsel. His skills for creativity and ability to bring people together help clients find common financial ground in any circumstance. When clients are faced with a major life transition and many decisions, Chad delivers consistent guidance to help them move forward with a detailed and flexible financial plan. He acts as the facilitator of different financial options, whether it’s property division, cash flow decisions, tax projections or providing for minor children or other family support items. In the process, he builds trust with both clients and attorneys to come to a resolution that is interest-based as well as financially fair.

“I try to create a plan in which everyone can win as much as possible financially. It’s very gratifying at the end, especially when my clients can move forward with clarity.”

Area(s) of Practice: Collaborative Practice Mediation Financial Professional Services • Property division • Cash flow modeling and budget preparation • Projected cash flow evaluation based on various spousal maintenance and/or child support scenarios • Tax projections • Long-term/Retirement plan projections • Social Security optimization
License(s): Family Mediation Training, 2017; MN Insurance License # IN-20569815, 2007. Professional Designations: Certified Financial Planner™ professional (CFP®), 2013; Certified Divorce Financial Analyst® (CDFA®), 2008. Professional Registrations: Series 7, General Securities Representative, 2007; Series 66, Uniform Combined State Law registration, 2007.

Professional Activities

• Member, The Institute for Divorce Financial Analysts® • Member, Collaborative Law Institute of Minnesota, 2013 • Member, International Academy of Collaborative Professionals, 2013

Undergraduate Education

Marketing and Business Administration, Minnesota State University, Moorhead, 2004

Postgraduate Education

Certified Financial Planners Program, College of Financial Planning, 2013
Certified Divorce Financial Analyst Program, The Institute for Divorce Financial Analysts, 2008