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Olivia  Caronna

Olivia Caronna

Director, Financial Wellness Program & Personal Finance Coach

As Director of Ivy Wealth Management’s Financial Wellness Program, Olivia works closely with retirement plan advisors at the firm to assist corporate plan sponsors enhance the education and application of personalized financial wellness practices for their employees.

In her role as Personal Finance Coach, Olivia also works with our private clientele and retirement plan participants to improve their financial behaviors, to include budgeting, debt elimination, emergency savings, and retirement planning in a transformative pursuit of financial freedom.

With nearly twelve years of service experience, she is committed to making impactful relationships that inspire our clients to reform their financial lives from the time she meets them through the life of their relationship with our firm.

Outside of work, Olivia is very active in her church community and is committed to helping others through ongoing volunteerism.

Non-registered associate of Cetera Financial Specialists.