Olga Raykhelson

Vice President, Wealth Advisor
,

Areas of Expertise

Asset Allocation
Retirement Planning
Estate Planning
Real Estate Strategies

Qualifications & Experience

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Real Estate License
  • BS in Economics
  • MBA in Finance, Baruch College
New York, NY

Media

No items found.

Words to Live By

Life would be tragic if it weren’t funny.
Stephen Hawking

Client Experience Professionals

No items found.

Team Members

No items found.

About

With nearly three decades of expertise as a financial advisor, Olga guides clients through life's financial challenges at every stage and transition. Clients rely on her as their comprehensive resource for day-to-day surprises.

Olga is passionate about educating all generations – from seniors to beginners – on investment strategies and money management. She enjoys helping clients define their goals and creating long-term financial plans tailored to their concerns and objectives.

A devoted New Yorker for nearly 45 years, Olga has two sons and is fluent in Russian, English, and Finance.