Oleksandr (Olek) Vetoshko, CFP®
I founded the firm in July 2026 with a simple mission: to help individuals and families build financial confidence and achieve financial independence through honest, comprehensive advice that always puts their best interests first.
Before opening my practice in Florida, I worked at fee-only financial planning firms in Michigan and New Jersey, where I developed a deep appreciation for the fiduciary approach to financial planning. I believe great financial advice goes far beyond investments—it should bring clarity, confidence, and peace of mind across every aspect of your financial life. Whether you're planning for retirement, navigating a major life transition, or building long-term wealth, my goal is to help you make informed decisions with confidence.
As an independent, fee-only CFP® professional, I intentionally built my practice to provide personalized advice and ongoing communication. Helping people achieve financial confidence and independence is more than my profession—it is a responsibility I take seriously.
I was born in Lviv, Ukraine and immigrated to the United States with my family at the age of 10. After living in both Michigan and New Jersey, my wife, Olha, and I chose to put down roots in North Port, Florida, where we're raising our two daughters alongside Ayah, our dog, and Nich, our cat.
I'm proud to call the United States home, grateful for the opportunities it has given my family, and committed to serving the community we live in.
Outside the office, you'll usually find me reading fantasy novels, staying active, hiking with my family, or discovering new local restaurants.
Above all, I'm a husband, father, and family man who believes financial planning is ultimately about helping people build the life they want for the people they love.
My family is my greatest motivation.
Helping secure your family's future is my greatest privilege.
