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Olga I

Series 63, Series 65

New York, NY

OLA-I Consulting

Olga Iliachenko is a financial advisor at OLA-I Consulting in New York, NY, holding Series 63 and Series 65 licenses. She has prior experience working at Egan Tax & Books Ltd. and AMS, Inc. before founding OLA-I Consulting in 2024. OLA-I Consulting provides personalized, advice-only financial planning to individuals, families, and small-business owners, focusing on tax-aware guidance and written recommendations for publicly traded investments. The firm emphasizes long-term, diversified asset allocation and comprehensive planning services without discretionary portfolio management or trade execution.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner
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