Lexi Olian, CFP®

Director of Financial Planning

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In Lexi's Own Words

I find it deeply inspiring to learn about people’s hopes and aspirations and help them identify the steps to reach them.

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Lexi's Bio

On discovering the personal financial planning profession in 2008, I knew immediately that I had found my own personal calling and launched into a career transition.

Before becoming a financial planner, I devoted more than 20 years to financial management in the nonprofit sector, where I brought the budgets, spending and investments of nonprofit organizations into alignment with their vision and goals. Still, I missed working directly with people. On discovering the personal financial planning profession in 2008, I knew immediately that I had found my own personal calling and launched into a career transition. Prior to joining The Humphreys Group, I was a financial paraplanner with Barbara Gault, CFP®, a veteran fee-only financial planner in San Francisco.

I have provided pro bono services to nonprofit organizations like Shalom Bayit Center for Domestic Violence Prevention. As an active member of the Financial Planning Association, I volunteer as a financial counselor for Financial Planning Days and Casa de las Madres.

Fun Facts

More about Lexi

Joined

2013

On discovering the personal financial planning profession in 2008, I knew immediately that I had found my own personal calling and launched into a career transition.

Credentials

Education

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Graduate Certificate, Financial Planning, Golden Gate University
  • Master’s Nonprofit Administration, University of San Francisco
  • BS, University of California, Davis
Weekend Activity

that makes me better at work:

I prepare for a particularly challenging week by getting outdoors. I grew up in California, but I never stop appreciating the beauty around me. I am also an avid audiobook and podcast listener which gets me through the chores.
Book

On my bedside table

A Tale for the Time Being by Ruth Ozeki.

Best non-classroom

experience in college:

Spending my summers working on public health projects in Latin America.

Like I always say

My motto:

“Compassion is the radicalism of our time.” —Dalai Lama XIV

From My Fifth Grade

Report card:

Lexi is a well-rounded and amiable child and exhibits enthusiasm for learning. Unfortunately, sometimes her exuberance in class can be distracting to others.

Meet the Rest of Our Team

The Humphreys Group Team

If we made women’s unique strengths, concerns, and preferences the financial norm, what would we see?

Learn to invest like a woman.
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