Ola Aje

About Ola Aje

Hello, my name is Ola Aje. I\'ve always believed in building things that last. After earning my engineering degree from Washington University in St. Louis and my MBA from Seattle University, I started a career that would span over twenty years across multiple industries.As an engineer and program manager, I led aerospace teams that designed, built, tested and certified aircraft components. I helped small businesses become trusted suppliers to major manufacturers. I managed programs worth millions of dollars—and they always finished on time, on budget, and beyond expectations.I learned something important during those years: success comes from careful planning, clear communication, and staying focused on what matters most.Today, I bring that same approach to financial planning.Why I Do This WorkThroughout my engineering career, I saw talented professionals work hard their entire lives, yet many felt uncertain about their financial future. They had questions about retirement, taxes, and how to make the most of their benefits. They needed someone who could break down complex problems into clear, actionable solutions.That\'s exactly what I do now.How I Can Help YouJust like managing a multi-million dollar program, your financial life needs structure, planning, and expert guidance. Here\'s what I can do for you:• I\'ll help you maximize your employer benefits, minimize your tax bill, and make smart choices about stock grants and awards.• If you have old 401(k)s or 403(b)s scattered across former employers, I\'ll help you bring them together. Then we\'ll build a clear plan to steadily grow your net worth.• I\'ll create a detailed retirement forecast so you know exactly where you\'re headed. And I\'ll make sure your family is protected with the right life insurance coverage—because everything you\'ve worked for deserves to be safeguardedMy Promise to YouI approach your financial plan the way I approached aerospace programs: with precision, dedication, and a commitment to delivering results. Your goals become my goals. Your timeline becomes my timeline.Whether you\'re building wealth, planning for retirement, or protecting your family\'s future, I\'m here to help you succeed.Let\'s talk about your financial future. I\'m ready to put my experience to work for you.Email me anytime: O••••••••@Equitable.comI look forward to teaming up with you.

Experience

1. Financial Consultant

   Equitable Advisors

   Dec 2024 — Present

   As a financial consultant, I work with my team to guide individuals and small business owners toward a secure financial future by creating tailored, comprehensive roadmaps.Leveraging a background as an engineer and program manager in the aerospace industry, I bring a disciplined, results-driven approach to financial planning. We utilize extensive resources to craft personalized plans that focus on tax-efficient strategies and income optimization to help clients confidently achieve their goalsOur clients value our ability to bring clarity and structure to their most pressing financial concerns. We partner with clients to address vital areas like- Financial Planning - Asset Allocation & Location - Rollover Strategies - IRA Contributions - Life Insurance - Disability Income Insurance - Long Term Care Insurance - Education Funding - Estate Planning Strategies - Small Business Retirement Plans

Education

• Seattle University

  Masters of Business Administration

  2006 — 2008

• Washington University in St. Louis

  Bachelor of Science (B.S.)

  2000 — 2004

• Washington University in St. Louis

  Bachelor of Science - BS