Director of Financial Planning
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Oleg Zviagin is a Senior Financial Planner helping with the financial needs of individuals, families, and small businesses. Oleg specializes in complex financial planning strategies including multi-generational planning, trusts & estate, employee stock options/restricted stock, insurance, college, and retirement planning. He uses a holistic approach to financial planning by prioritizing a client’s 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. Oleg has spent 9 years working with high-net worth individuals across various RIA firms. He started his career with Circle Advisors as an Administrative Assistant but was shortly promoted to the Director of Business Development role where he was responsible for managing various projects for the firm, building leads, planning/analyzing the firms accounts, as well as doing some back-end client analytics. He later joined FCE Group with a para-planning focus, where he supported 6 Senior Advisors and their entire books of business. This role later evolved into a full client facing hybrid Associate Wealth Advisor and Planner role. When FCE Group was acquired by CAPTRUST, Oleg was already the lead on many client relationships while still supporting one of the 3 partners of the firm. Oleg’s passion for helping clients led him to seek out a place where he can have more autonomy and impact, which led him to our team at Proxy!
Oleg currently holds his Series 65 and is a CFP candidate.
Outside of work, Oleg is an aspiring author, literature junkie, and history nut. In his free time he enjoys flexing his new found culinary talents as well as rooting for the New York Islanders and the Seattle Seahawks. He currently lives in Brooklyn, NY with his girlfriend.