Oleg Zviagin
Financial Planner. I help individuals and business owners eliminate the stress of financial planning and wealth management so they can spend time on what really matters most.
- Role
- Principal Wealth Advisor at Elevate Planners
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Oleg Zviagin
I am a seasoned financial planner and advisor with 8+ years working with high net worth and ultra-high net worth individuals and small businesses within the RIA industry. I am currently a Sr. Financial Planner with Proxy Financial. I specialize in complex financial planning strategies including multi-generational planning, trusts & estate, employee stock options/restricted stock, insurance, college, and retirement planning. I use a holistic approach to financial planning by prioritizing a clients real time goals, concerns, and financial experiences in order to better understand their needs and limitations in building out a complete and all-inclusive financial picture. Outside of work, I am an aspiring author, literature junkie, and history nut (please feel free to ask me for any and all recommendations). On my free time I enjoy flexing my new found culinary talents (Thank you quarantine) as well as rooting for the New York Islanders and the Seattle Seahawks.
Experience
Principal Wealth Advisor
Sep 2024 — Present · NY, US
Education
Case Western Reserve University
Psychology and Economics
Hunter College
Bachelor of Arts (B.A.), Psychology
Stuyvesant High School
High School Diploma
Skills
- Market Research
- Microsoft Word
- Event Planning
- Microsoft Office
- Research
- Data Entry
- Outlook
- Administrative Assistants
- Powerpoint
- Microsoft Excel
- Customer Service
- Data Analysis
- Marketing
- Financial Research
- Access
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