Olga P. Okaty

Principal, Director of Financial Planning

CFP®

Olga helps clients find direction and navigate complex financial decisions by developing planning and investing strategies that support their overall goals and vision.

With over a decade of experience in multigenerational planning and wealth management, she has had the pleasure of learning what is truly important to her clients, their families, their businesses, and their legacies. By developing personalized financial plans and assessing various tradeoff 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 an Investment Advisor Representative through Centerpoint Advisors, LLC (FINRA Series 63, 65 and 7 licenses). She is currently pursuing the Certified Divorce Financial Analyst designation to further expand her financial planning skills in assisting clients with navigating 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 financial planning and strategy development, client relationship management, family wealth education, and portfolio management, ensuring that all aspects of a client’s financial plan continually align with their lifelong goals and vision. Serving as a trusted advisor and resource, she is always available to speak with clients about a wide range of financial planning and investment topics.

Outside the Office

During her downtime, Olga enjoys playing classical piano, studying literature, and exploring 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 when their schedules align, and were happy to have traveled recently to Denmark, Ireland, Yosemite, and Acadia.

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The invariable mark of wisdom is to see the miraculous in the common.

– Ralph Waldo Emerson