Centerpoint Advisors, LLC
175 Highland Avenue, Suite 302
Needham, MA  02494

FOR IMMEDIATE RELEASE

Director of Financial Planning, Olga Poltoratskaya Okaty CFP®, elevated to Principal at Centerpoint Advisors, LLC.

We are pleased to announce that Olga Okaty 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 management and strategic planning in recent years, her internal leadership has made her a natural choice for this promotion.

A member of the Financial Planning Association and an active contributor to the Elder Care Consortium of USA500, 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 needing tending to by high net worth clients.  She works with many business owners, C-Suite executives, and also has a program geared toward young professionals. 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 safely reach their goals.  She will remain on the Centerpoint Investment Committee in her new role as Principal.

About Centerpoint Advisors

Centerpoint Advisors LLC is an independent SEC registered investment advisor located in Needham, MA providing customized investment management, financial planning, and family office services to high net worth individuals and families. To learn more about Centerpoint Advisors, visit www.centerpointadvisors.net, or call 781-400-1748. To view Olga’s full biography visit https://centerpointadvisors.net/olga-p-okaty-cfp/