- Olga C. Espiritu, CFP ®Founder, Wealth Advisor
Olga Espiritu, CFP® is Founder & Wealth Manager at Tree of Life Wealth Advisory Group. She manages client portfolios and designs comprehensive strategies to meet a wide range of clients' financial goals.Prior to founding Tree of Life, Olga worked at a Wall St.-based investment firm for 11 years. In addition to her financial services experience, Olga has held various community leadership and volunteer positions such as Board Member of the Cross Island YMCA and 1st Soprano choir singer for the CUNY Queens College Choral Society.Olga Espiritu is a member of the Financial Planning Association. She graduated from the State University of New York at New Paltz with a B.S. in Finance and earned an Advanced Diploma in Financial Planning at New York University.Olga is a mother of 3 boys who join her stepson, Alex. When she's not with clients or at a softball game with the boys, her and her husband Hugo are most likely Salsa dancing the night away.
About Tree of Life Wealth
Tree of Life Wealth Advisory Group was founded to bring confidence, compassion and competence to those seeking objective financial guidance throughout each phase of their financial lives. By working with a CERTIFIED FINANCIAL PLANNER™ professional and a Fiduciary Standard of care, you can feel confident that the advisor you are entrusting your financial life with has been rigorously trained in 72 areas of financial expertise and has accrued thousands of hours of experience prior to earning certification.Learn More →