We believe retirement education should be welcoming, practical, and available to everyone, whether or not they ever become an advisory client. The Olive Institute is the educational arm of Authentikos Advisory, a fee-based fiduciary wealth advisory firm, and runs free workshops in Campbell, California (Silicon Valley) and New Braunfels, Texas (San Antonio area).
Our Team
James Bergis — Lead Wealth Advisor. Over 15 years of experience helping families navigate retirement, with expertise in tax-efficient income strategies and Social Security optimization.
Brie Mason — Authentikos Advisor. Over 12 years of experience in financial services, helping individuals and families navigate financial decisions and life transitions.