Olga Espíritu, CFP®: Your Weston Financial Planning Partner

Since 2007, with nearly two decades of experience in financial planning and wealth management, Olga Espíritu, CFP®, has dedicated her career to helping women, families, and business owners navigate important financial decisions with clarity.

Born and raised in New York City, Olga was drawn to the energy and opportunity of Wall Street from an early age. After earning her bachelor's degree in Finance from the State University of New York at New Paltz in 2007, she began her career in wealth management, establishing herself as a leading financial advisor at her firm.

Determined to deepen her expertise while balancing a demanding career and a growing family, Olga pursued her financial planning certification studies at New York University (NYU), all while working full-time and raising her two young sons. In 2016, she earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, reflecting her commitment to professional excellence and comprehensive financial planning. In 2018, Olga took the next step in her career by establishing her independent financial planning practice. 

Olga's philosophy is simple: financial planning should never be about selling products or offering one-size-fits-all solutions. It should begin with listening, understanding what matters most to each client, and developing strategies that reflect their individual needs and aspirations.

Beyond her professional life, Olga is a proud mother of four boys and frequently works alongside her husband and colleague, Hugo Espíritu. Her experiences as a financial professional, wife, and mother have reinforced her belief that financial planning is about much more than numbers. It's about the people we love, the choices we make, and the opportunities we create for those who come after us.