Delia Oldak, CFP®
Senior Associate Wealth Advisor
Delia is a Senior Associate Wealth Advisor and is responsible for partnering with advisors to provide customized and comprehensive financial plans. Prior to joining Beacon Pointe, Delia worked as a financial consultant at Fidelity Investments in Manhattan. Delia earned a Bachelor of Business Administration, with a concentration in Finance from Loyola University of Maryland, and is a Certified Financial Planner™ (CFP®). She currently resides in Battery Park City, New York, and enjoys spending time with friends and family.