Delia Oldak, CFP®
Delia is a Financial Planner 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™. She currently resides in Battery Park City, New York and enjoys spending time with friends and family.