Olga Espiritu, CFP ®
Olga Espiritu is the Founder and Wealth Advisor of Tree of Life Wealth Advisory Group, where she helps successful individuals, families, business owners, and women make confident financial decisions though comprehensive financial planning and wealth management.
Olga began her career on Wall St. in 2007, just before the financial crisis and Great Recession. Starting her career during one of the most challenging periods in modern market history profoundly shaped her philosophy: true financial success isn't measured solely by how much wealth you build, but by how well you prepare for life's uncertainties. That experience continues to influence the advice she gives clients today --balancing sound financial discipline with the freedom to create life's most meaningful experiences.
In 2018, Olga chose to leave the traditional brokerage model and establish an independent practice. Independence allowed her to build a firm centered on long-term relationships, personalized advice, and the freedom to work with clients whose values aligned with her own. It also gave her the opportunity to "walk the walk" -- balancing a growing family, a successful career, and the same thoughtful financial decisions she encourages her clients to make.
Nearly two decades later, one of Olga's greatest rewards is witnessing the lasting impact of comprehensive financial planning. Many of the families she guided early in her career are now sending children to college with investments they built together, retiring with confidence from years of disciplined planning and thoughtfully transferring wealth to the next generation through carefully designed estate and legacy strategies.
Olga combines technical expertise with genuine care, creating lasting relationships built on trust, integrity, and personalized service.
As a bilingual financial advisor and CERTIFIED FINANCIAL PLANNER® , Olga specializes in comprehensive financial planning, wealth management, retirement planning, tax-efficient strategies , estate planning coordination and investment management. She believes every financial plan should reflect not only a client's assets, but also their values, goals and vision for the future.
Based in Weston, Florida, Olga serves clients locally and across the country providing personalized guidance with the belief that wealth is most meaningful when it creates opportunity, security, and a lasting legacy for the people they love most.
