OCTO comes from the Latin word for eight, which is also a symbol for many things. A new beginning. Good Fortune. And if you turn the number on it's side, it becomes the emblem for infinity.
OCTO Capital is a Registered Investment Advisory Firm
Operates with transparency and clarity
Assets held at TD Ameritrade Institutional
Legally held to a Fiduciary standard
Office in Bloomfield Hills, MI
Available to clients locally and nationwide*
Our philosophy is centered around Evidence-Based investing grounded in Nobel-Prize Winning Academic Research, Financial Planning and Tax Management. It's fully transparent, easy to understand, and is designed for investors who feel they deserve better. As an independent firm, we represent our clients rather than any particular company and we adhere to the highest legal and ethical standard of practice - The Fiduciary Standard - ensuring that the only advice we give is what serves our clients' best interests.
I was born and grew up in Ukraine, which, at the time, was still part of the Soviet Union. In April of 1994, my family and I were granted refugee visas and with the help of JFS, emigrated to the United States and found our new home in Michigan. I started my career in the financial services in 1998 working for one of the largest Fortune 500 companies, and several years later, I launched OCTO Capital.
We are a team of Fiduciary investment and financial planning professionals working with our clients, on the same side of the table. We help our clients to not only build and preserve their wealth, but also solve complex financial planning issues.
My approach to helping clients has been highlighted in Forbes, Bloomberg Businessweek, CNBC, Market Watch, Yahoo Finance, and many ABC, NBC, CBS, FOX affiliates across the country. Along with being a contributor to Kiplinger.com, I am also the author of “Simple Steps to Wealth in Retirement”.
I hold the Registered Financial Consultant® designation, attained the Accredited Investment Fiduciary® (AIF®) credential, passed the Series 65 and 63 securities exam and hold an Insurance license.
When I’m not perfecting financial plans and investment strategies, you can find me with my wife and two sons (10 and 2 years old), at soccer games and on the tennis court, exploring art, reading, or just spending time together in our home in Franklin, Michigan.
I started my career at OCTO Capital as an Office Manager and Marketing Associate. After learning first-hand about the importance of financial planning and investment strategies, I became inspired to become a Financial Advisor. I now hold an insurance license and have passed the Series 65 exam.
Part of my role includes advising clients on Medicare and Medicare Supplements. Since planning for healthcare costs is a crucial part of retirement, I enjoy providing education and insight into this aspect of clients' lives.
I was born and raised in Michigan, but before starting in the financial industry I lived outside of the U.S for six years. I completed my Bachelor’s degree in Shanghai, China, and Huddersfield, England, and then spent 18 months living out of a backpack all over Australia, Southeast Asia, and Europe.
My primary aspiration as a Financial Advisor is to help people better understand and position their finances to achieve their goals. I work with clients of all ages and incomes but specialize in planning for generations X, Y, and entrepreneurs. To learn more, visit my website, Friend of Finance. If you feel like my services can benefit you, I look forward to talking!
Fiduciary Financial Advisor in Michigan, Specializing in Retirement Planning and Low-cost Index Investment Management. Fiduciary Financial Advisor Services in Bloomfield Hills, Troy, Rochester, Auburn Hills, Birmingham, West Bloomfield, Sterling Heights, Commerce, Walled Lake, Beverly Hills, Franklin, Walled Lake, Farmington Hills, Novi, Livonia, Clarkston, Macomb, Ann Arbor, Orion Twp, Clawson, Royal Oak, Southfield, and surrounding areas.