Integrity Financial Group is a financial planner in Rocklin, CA, serving individuals, business owners, and employees with personalized retirement, investment, insurance, and estate planning solutions. Since 1992, the firm has provided expert guidance on 401(k), 403(b), 457, IRA, and Roth IRA plans, helping clients evaluate their investment strategies based on evolving risk tolerance and time horizons. The firm also assists employers with retirement plan design, buy-sell agreements, disability options, and group medical insurance. Led by Cody Olson, a certified financial professional with over three decades of experience, Integrity Financial Group emphasizes unbiased, client-focused advice. With a 5.00 rating, the business is recognized for its trusted service and commitment to financial clarity.
Cody Olson brings a disciplined, strategic approach to financial planning, rooted in both professional expertise and personal integrity. A graduate of Bella Vista High School and the University of Nebraska, where he was a varsity wrestler and Big 8 Champion, Olson applies the same focus and dedication to his clients’ financial goals. His practice centers on education, empowering clients with a deeper understanding of investing, insurance, retirement, and wealth preservation. He offers free portfolio reviews and works closely with individuals and employers to implement tailored financial strategies that align with long-term objectives.
Located at 5726 Lonetree Blvd in Rocklin, CA, the business sits just a short distance from several local landmarks. It is about 0.2 miles from the Strikes Center, a sports facility, and approximately 0.4 miles from Kathy Lund Community Park and Margaret Azevedo Park, both serving as nearby recreational spaces. The office is also near Pleasant Grove Creek, a natural feature within the area, and lies just off Sunset Boulevard, placing it within a well-connected neighborhood.
Integrity Financial Group maintains a strong digital presence, with a well-optimized website that search engines read cleanly and thorough, well-documented business information available across the web. This consistency enhances visibility and trust, making the firm easy to find for those seeking reliable financial guidance in the region.
As a trusted financial advisor in Rocklin, Integrity Financial Group stands out for combining decades of experience with a client-first philosophy, helping residents build secure, sustainable financial futures.