Olivian Pitis, CFA, CFP®

Olivian is Senior Wealth Advisor and Chief Investment Officer for CSJ Wealth. Before joining the team, he served as lead advisor at Dowling & Yahnke, being responsible for advising clients on a wide spectrum of wealth management issues, including investment management, financial planning, tax planning, philanthropy and inter-generational wealth transfers. He also held the roles of vice president at Avantis Investors® and Dimensional Fund Advisors (DFA), working closely with wealth advisors across Southern California on portfolio design, client communication, and practice growth.

Olivian earned a bachelor of science in engineering from Transilvania University of Brasov in Romania, a master of science in forestry from Louisiana State University, and a master of business administration in finance and entrepreneurship from UCLA Anderson School of Management. He is a CFA charterholder and holds the CFP® credential.

He currently serves as president of the UCLA Anderson San Diego alumni chapter and is a member of UCLA Chancellor’s Society. He enjoys spending time with his wonderful wife and two daughters, playing racket sports, and starting projects around the house; occasionally he even finishes them.