Francisco Olarte is a Private Wealth Advisor at SHR Wealth Management. Prior to joining the firm, he built a successful career at Capital One Bank, where he was recognized as one of the top-performing Relationship Managers. In that role, Francisco worked closely with financial advisors, business bankers, and loan officers to provide clients with tailored financial solutions and help them achieve their goals.
With his strong background in client service and financial strategy, Francisco brings valuable experience to his role at SHR Wealth Management. He holds the Series 7 and Series 66 licenses, along with a New York State Life, Health, and Accident insurance license. Committed to professional growth and excellence, he continues to expand his knowledge to better serve his clients and deliver meaningful results.
Francisco resides in Queens, NY with his wife Toni and two sons, Joshua and Jaime.