Oliver Huerta Medina.
The operational backbone for scheduling and client-facing coordination, ensuring every department works in step to deliver the best experience for Revant's clients.
The work at Revant.
Oliver serves as the operational backbone for scheduling and client-facing coordination at Revant Wealth. Day to day, he ensures that departments including operations, marketing, and advisory stay aligned and moving in the same direction — so that every client interaction reflects the care and intention the firm is built on. His presence keeps the gears turning behind the scenes in ways clients feel, even when they don’t see them.
His time at Revant has given Oliver a ground-level view of the wealth management industry, and it has confirmed the direction he wants to take his career. He sees his future as a financial advisor, and the exposure he gains here is building the foundation for that path.
The secret of getting ahead is getting started.
Mark Twain
Education and credentials.
Oliver is a senior at the UC Berkeley Haas School of Business, where he will earn his B.S. in Business Administration in Spring 2027. His coursework spans finance, technology, and entrepreneurship — a combination that has sharpened his perspective on emerging trends in the industry and broadened his thinking about what long-term impact looks like in financial services.
Beyond the classroom, Oliver has served as both treasurer and vice president of student-led finance organizations at Berkeley. Those roles have reinforced something he cares deeply about: spreading financial literacy and building community among people who are driven by improving the financial lives of others — whether students, professionals, entrepreneurs, or those planning for retirement.
Outside the firm.
Outside of Revant, Oliver DJs, stays active at the gym, and travels whenever he can. Although he is currently based in Berkeley for school, he looks forward to returning to Irvine, where Revant’s team and his family are based.
Step one.
Dream freely.
Every Revant relationship begins the same way, a quiet conversation about the life you're building, before any numbers are modeled. Share where you are and what you're thinking through, and we'll take it from there.
