Olga P. Okaty CFP®, Principal, Director of Financial Planning
Olga helps clients 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.
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, and an Investment Advisor Representative through Centerpoint Advisors, LLC (FINRA Series 63, 65 and 7 licenses).
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. Olga co-manages Centerpoint’s proprietary Intelligent Index Model Portfolio and is a member of the firm’s Investment Committee. Serving as a trusted advisor, 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 and studying literature. She also enjoys cooking, especially after a trip to Formaggio Kitchen in Cambridge, her favorite place 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 Ireland and Copenhagen. Olga and Benjamin are also dedicated supporters of the arts, including the Museum of Fine Arts in Boston and the Isabella Stewart Gardner Museum.