The proud founder of Elevate Planners, Oleg brings a deep passion for financial planning and a commitment to helping clients achieve their financial aspirations. With over 13 years of experience in the financial industry, Oleg has cultivated a reputation for delivering personalized and strategic financial guidance tailored to each client's unique circumstances.
Oleg's approach is rooted in the belief that financial success is attainable for everyone. By taking a personalized approach to each client's financial landscape, Oleg ensures that every aspect of their financial life is aligned and working towards their long-term goals. This comprehensive approach, combined with a steadfast commitment to transparency, integrity, and client-focused service, has made Oleg a trusted partner for individuals, families, and small business owners seeking to secure their financial futures.
As a fiduciary, Oleg prioritizes the best interests of clients above all else, providing peace of mind and a clear path to financial success. Whether you're planning for retirement, managing investments, or building a financial legacy, Oleg is dedicated to guiding you every step of the way.
Oleg is a lifelong New Yorker, currently residing in Brooklyn. On his free time, he enjoys reading and adding literature to his personal library, rooting for his favorite sports teams, and exploring new travel destinations.