Olga P. Okaty, Centerpoint Advisors, LLC
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My Engagement
Groups
NE500: Regular Club
MA: Special Needs Collaborative (SNC)
USA500: Roundtable
Elder Care, Rising Stars
USA500: Common Interest Group
NE500 Women's CIG
Last updated: 2/13/2019
Ms. Olga P. Okaty, Director of Financial Planning, Centerpoint Advisors, LLC
NE500 Member -- NE500: Regular Club: MA: Special Needs Collaborative (SNC)
Other Networks: Click to download enhanced vCard
Profile Link: http://www.usa500clubs.com/member/olgaokaty
Professional Information
Centerpoint Advisors, LLC
Director of Financial Planning
175 Highland Avenue, Suite 302
Needham
Massachusetts
02494  United States
 [ Map ]
781 400-1748 (Phone)
  175 Highland Avenue, Suite 302, Needham, MA 02494
  Wealth Management
  Centerpoint specializes in working with HNW families who may have complex family dynamics, multi-generational planning and wealth transfer needs, and are seeking an advisory team to act as financial counsel above and beyond wealth management.
  Centerpoint Advisors, LLC is a boutique wealth management firm providing investment management, financial planning, and family office services to affluent families.
  Financial Planning, Retirement Planning, Special Needs Investing, Stocks/Bonds/Mutual Funds
  Fee-based
  Director of Financial Planning
  New England
  Brandeis University
  Economics; Russian Language and Literature; European Cultural Studies
  International Economics and Finance
  Brandeis University International Business School
Additional Information