Olga Perozo is a bold and courageous financial advisor and devoted follower of Jesus Christ who brings a unique blend of military discipline, academic excellence, and real-world investment experience to Wellington Capital Reserve.

A proud veteran of the United States Navy, Olga served her country for 12 years, traveling to 26 countries and developing the leadership skills and global perspective that shape her client-focused approach today. Raised in New York City and currently residing in Springfield, Massachusetts, she understands the diverse financial challenges facing families across America.

Olga holds a Master’s degree in Human Resources and is currently pursuing a second Master’s degree in Organizational Leadership, demonstrating her commitment to continuous growth and excellence. As an active real estate investor, she has acquired seven doors in less than three years and has personally utilized the Infinite Banking Concept to purchase her last three properties, giving her firsthand experience with the strategies she teaches her clients.

With over five years of experience in personal finance and Infinite Banking Concepts, Olga is passionate about empowering others through education, structure and practical wealth-building strategy. As an Insurance Broker and Finance Expert, she specializes in financial literacy and long-term planning. Her teaching focuses on financial mindset, budgeting, debt management, foundational wealth principles (including the Rule of 72, compound interest, and the time value of money), tax awareness, proper protection, retirement planning, and legacy preservation through estate planning.

Guided by her favorite scripture, Proverbs 11:9 “through knowledge the righteous will be delivered”, and her personal philosophy of the 5 P’s: “Proper Preparation Prevents Poor Performance,” Olga’s mission is clear: to teach people how to become their own bank, break free from traditional financial systems, and build true financial independence with confidence and conviction.