Eric Olson

Eric Olson is a co-founder and one of three owners of Retirement Resources, Inc., which he started with his father Robert "Bob" Olson in 1997. He grew up in the financial services industry from the inside — his father brought the family to Jacksonville in 1974 to manage the local Penn Mutual Life Insurance office, and Eric spent his childhood visiting the office and watching his dad transition into the fledgling 401(k) industry in the early 1980s.

A graduate of Sandalwood High School and the University of North Florida, Eric was working in the office machine business when he and Bob decided to launch their own firm in 1997. He has worked in retirement planning ever since.

Eric is an Investment Advisor Representative with Osaic Wealth, Inc., member FINRA/SIPC, and holds Series 6, 63, and 65 securities registrations. He also holds the Certified Estate Strategist (CES) designation. Eric focuses on individual retirement income planning and non-qualified retirement planning for small business owners, drawing on nearly three decades of experience with 401(k) plans, IRAs, fee-based wealth management, and insurance-based retirement strategies.

Eric and his wife live in Jacksonville and are the proud parents of a son and daughter, both now grown.

"I can rightly say I literally grew up in this industry," Eric says. "I remember in the 1980s seeing annual 401(k) statements being printed out on dot-matrix printers — the paper with little holes on the sides. The Third Party Administrators printed them out and mailed them once a year. Times have definitely changed."