Olga P. Okaty,  CFP<sup>&reg;</sup> - Financial Advisor

Olga P. Okaty, CFP®

Centerpoint Advisors, LLC

175 Highland Ave, Suite 302
Needham, MA 02494
(781) 400-1748 CONNECT WITH Olga
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General

Olga Okaty is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Centerpoint Advisors, LLC in Needham, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MA, International Finance & Economics

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Investment Management, Getting Divorced, Getting Married, Life Planning, Retirement, Starting a Family, Sudden Wealth, Women's Finances

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