Olga Okaty is Principal and Director of Financial Planning at Centerpoint Advisors, where she helps clients navigate complex financial decisions with clarity and confidence. With over 15 years of experience in multigenerational planning and wealth management, Olga designs thoughtful, personalized strategies that support each client’s life goals, values, and legacy.

Olga is passionate about helping individuals and families find direction amid life’s complexities. Through collaborative planning, scenario modeling, and education, she helps clients to make informed choices and maintain balance as their lives and priorities evolve.

Working at Centerpoint:

Olga’s role has grown from investment research and trading to a lead advisory position focused on integrative financial planning, portfolio strategy, and legacy transitions. She works closely with clients in all aspects of their financial lives, including family wealth education, relationship management, and multi-generational wealth stewardship; ensuring every plan aligns with long-term objectives. Olga also serves as a member of Centerpoint’s Investment Committee.

Background:

Olga holds a Master’s Degree in International Economics and Finance from Brandeis University International Business School, as well as Bachelor’s Degrees in Economics, Russian Language & Literature, and European Cultural Studies from Brandeis University. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Divorce Financial Analyst®, and a member of the Financial Planning Association. She also holds FINRA Series 7, 63, and 65 licenses.