May 15, 2019. By Ashley Agnew:
We are pleased to announce that Olga Okaty CFP ®, has been elevated to the rank of Principal at Centerpoint Advisors. An experienced member of the team, Olga has been instrumental in building out the financial planning division of the firm while also acting as a senior investment advisor. Taking a greater role in client relationship management and strategic planning in recent years, her internal leadership has made her a natural choice for this promotion.
Olga has been a part of many positive changes at Centerpoint Advisors having started at the firm nearly 12 years ago. She began during her time as an intern at the founding of the firm when she was one of just four employees. With Centerpoint now a team of ten and with a much more dynamic services offering, Olga shares that she is proud to be part of the foundation of such a strong culture:
“It has been an absolute pleasure to work alongside such dedicated, talented, and supportive professionals during my time at Centerpoint, and it is an honor to take on this new role. I feel so very fortunate and proud to be a part of this amazing team where we all meaningfully contribute to the firm’s vision and success. Centerpoint’s unique entrepreneurial outlook, collaborative culture, and steadfast commitment to excellence truly empower every team member to deliver an exceptional client experience, which is at the heart of our collective mission. I’m very excited to have the opportunity to lead and contribute to the future of our wonderful organization!”
A member of the Financial Planning Association, a featured speaker for various business organizations including XPX New England, and an active contributor to the Elder Care Consortium of the USA 500 Clubs, Olga is continually learning more about how to help families navigate their financial futures. Her expertise carries beyond standard planning topics and extends to the realms which most need tending to for high net worth clients. She works with many business owners, C-Suite executives, and also has a program geared toward young professionals. Additionally Olga specializes in addressing complex matters for clients, including extensive experience with collaborative divorce planning, having been mentored directly by Jennifer Wolfsberg, Managing Principal and Certified Divorce Financial Analyst ® professional.
In her previous role of Senior Investment Advisor, Olga was an integral part of the portfolio management team. Having a strong knowledge of the markets and the Centerpoint investment discipline, she is able to formulate integrated plans that carefully consider the individual risk needs and proper asset allocations for clients to fulfill their most cherished aspirations. She will remain on the Centerpoint Investment Committee in her new role as Principal.
Olga will continue serving as a trusted advisor to Centerpoint clients, further advancing the firm’s planning capabilities, and collaborating on all future team initiatives. To learn more about Olga’s role and to view her full biography, visit https://centerpointadvisors.net/olga-p-okaty-cfp/