Olga Raykhelson

Vice President, Wealth Advisor
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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

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Words to Live By

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

Client Experience Professionals

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Team Members

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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.