Olga P. Okaty
Principal,
Director of Financial Planning,
CFP®, CDFA®
Olga helps clients find direction and navigate complex financial decisions with confidence by developing planning and investing strategies that support their life goals and vision.
With over fifteen years of experience in multigenerational planning and wealth management, Olga delights in championing and stewarding what is truly important to her clients, their families, their businesses, and their legacies. By developing personalized financial plans and assessing various possibilities and scenarios, Olga helps clients streamline their personal financial roadmaps to find lasting clarity and balance throughout the various paths their lives’ journeys may take.
Background
Olga earned her Master’s Degree in International Economics and Finance from the Brandeis University International Business School, and also holds Bachelors degrees from Brandeis University in Economics, Russian Language and Literature, and European Cultural Studies. Olga is a CERTIFIED FINANCIAL PLANNER™ professional, a member of the Financial Planning Association, a member of Centerpoint’s Investment Committee, and holds FINRA Series 63, 65 and 7 licenses. Olga is also a Certified Divorce Financial Analyst® professional, leveraging her vast financial planning skills to assist clients with navigating family restructuring and life transitions.
Working at Centerpoint
Throughout her tenure at the firm, Olga’s role has advanced from investment research, modeling, and trading to a comprehensive advisory and wealth management role. Her efforts are now focused on integrative financial planning and portfolio strategy development, client relationship management, family wealth education, and legacy transitions. Olga ensures that all aspects of a client’s financial plan continually align with their lifelong goals and vision. Serving as a trusted advisor and family resource across generations, she is always available to speak with clients about a wide range of financial planning and investment topics.
Outside the Office
Outside the office, Olga enjoys spending time playing classical piano, studying literature, and exploring various hiking trails throughout New England. She also enjoys cooking and is always delighted to host an impromptu gathering, especially after a trip to Formaggio Kitchen in Cambridge, one of her favorite places to discover new wines and cheeses. She and her husband, Benjamin, love to travel exploring new cities and mountain peaks, and were happy to have traveled recently to Denmark, Ireland, Yosemite, Acadia, and Rocky Mountain National Park.