Olivia Hsu, CFP®, CAP®
DEVELOPMENT OFFICER, PLANNED GIVING
CONTACT ME IF YOU NEED HELP WITH:
Creating a lasting legacy through strategic charitable giving and estate planning
CONTACT INFORMATION:
[email protected]
202-955-5890 ext 125
Olivia Hsu, CFP®, CAP® joined the Greater Washington Community Foundation in May 2022. She previously served on the Montgomery County team as a Development Officer and now supports the foundation’s Planned Giving work. Olivia partners with philanthropists and their advisors to create tailored giving strategies that fulfill donors’ long-term goals. She also supports The Community Foundation’s Legacy Society, Professional Advisors Council, and Nonprofit Endowment programs.
Olivia is a Certified Financial Planner™ and previously spent three years working in wealth management at Wealthspire Advisors (previously Bronfman Rothschild) in Potomac, Maryland. In this role, she developed an interest in coordinating philanthropy and planned giving for her clients and also served on the firm's Diversity, Equity, Inclusion, and Belonging Committee. She received her BS in Finance from Virginia Tech and currently resides in Arlington, Virginia. In her free time, you can find Olivia spending time in nature, watching sports, and volunteering.