ABOUT VILLAGE
Olivia Allen
Olivia Allen founded Village Financial Services with a simple mission: help fee-only RIAs grow without getting buried in operational complexity.
Her path to financial services began in hospitality, where she developed a deep appreciation for service, systems, and experience. After earning her Series 7, Series 66, and Life & Health licenses and working in the insurance/BD space, she realized she was misaligned with commission-driven models and drawn instead to the fiduciary values of the RIA community.
After running a practice and later working in virtual support roles, Olivia noticed a consistent gap: many support professionals lacked the industry knowledge needed to truly lighten an advisor’s load. That insight led her to create the Fractional CSA model and launch Village Financial Services.
Today, Olivia leads a specialized team supporting RIAs through Fractional CSA services, Advyzon CRM consulting, and Holistiplan implementation. With firsthand experience in practice management and deep fluency in advisor tech stacks, she designs services and systems that simplify operations, strengthen consistency, and protect advisor personality so firms can scale without sacrificing service.
Sara Mannino
Sara is excited to be joining Village in a behind-the-scenes capacity, and she couldn't be more ready to hit the ground running! Known for being a jack of all trades, she loves rolling up her sleeves and diving in wherever she is needed — from managing day-to-day operations and streamlining systems to handling communications and navigating whatever challenges come Village’s way. She has a natural ability to keep things organized, moving, and running smoothly, even when things get busy or unpredictable. She also understands that keeping a team stable and on track goes beyond logistics – it means showing up for the people behind the work, offering steady support, and making sure everyone feels seen, valued, and equipped to do their best.
She is honored to be part of an organization rooted in transparency, operational excellence, and intentional service. Sara believes that the behind-the-scenes work is just as important as what happens out front, and she takes pride in being someone the team can count on — not just operationally, but personally. She looks forward to learning, growing, and making a meaningful contribution alongside the Village team for years to come!
WHO & HOW WE HIRE
We hire slowly with intention, not reaction.
Prospective Fractional CSAs must undergo a background check and possess a professional history in financial services, specifically at Schwab or Altruist. They are required to complete an initial proficiency test designed to assess their critical thinking skills & resourcefulness, crucial attributes for a valuable CSA.
Following this, they go through our exclusive web-based training platform, which includes comprehension assessments to ensure proficiency in personal finance concepts, common fintech tools, and custodian paperwork.
Throughout this training, they shadow an experienced Fractional CSA, gaining hands-on experience with real-life scenarios and refining their ability to think critically in relation to the advisor's practice and anticipate the needs of both advisors and clients.