Olga joined the California Wealth team as a Client Services Associate in 2022. In this role she supports financial advisors by serving as the point person for a number of client inquiries, processing paperwork, and preparing for meetings between clients and advisors. Her attention to detail and efficient processes help facilitate positive client experiences.
Born in Benderi, Moldova, Olga brings an international perspective to the team. She brings a keen eye for growing efficiency and increasing quality through her past experience in operations management and project management. Olga holds bachelor’s degrees in organizational business and business management.
Passionate about animal welfare, Olga not only has her own Pittie to love, but she also volunteers at local animal shelters. She lives in San Diego and is thankful to have both of her siblings nearby. Outside of the office, you’ll find her spending time outdoors near the ocean.