- 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.
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. Our independent advisor platform, and our affiliation with LPL Financial, allows us to put our clients’ best interests first, and foremost, throughout each step of the financial planning process. We gladly dedicate time towards building a lifelong relationship with you in order to learn about what is important to you and your family, to clearly define your ever-changing goals and to uncover any fears you may have before ever diving into any “financials”. Oftentimes, while looking over the big picture, your Tree of Life Wealth Advisor becomes your “financial quarterback”, by collaborating with other members of your financial team, such as your Accountant, Estate Attorney and/or Insurance Agent. By “passing the ball” to other professionals, we are able to build upon your strengths and tackle the threats that stand between you and your objectives. This team mentality ensures that we are all communicating with each other so that the financial decisions you implement are comprehensive and may successfully thrive by working in unison. We look forward to being on your team!