Ksenia Sarkisova is a dedicated wealth advisor at Octavia Wealth Advisors, serving from our San Diego office. Her primary mission revolves around positively impacting her clients’ financial well-being by delivering tailored financial solutions. The cornerstone of her practice is to bring clarity, confidence, and control to her clients’ financial futures.
Ksenia works closely with a diverse clientele, with a focus on high-net-worth private business owners and medical professionals. Her innate ability to connect with clients and foster genuine relationships underscores her authentic concern for their needs.
Ksenia holds a bachelor’s degree in business administration from California State University, Channel Islands. She is a distinguished CERTIFIED FINANCIAL PLANNER® professional, symbolizing her unwavering commitment to the highest standards of integrity and professionalism in the industry.
Her dedication to helping others extends beyond her profession. Ksenia serves as an active member of the Philanthropy Leadership Committee at San Ysidro Health, a nonprofit organization dedicated to advocating for health equity. She is also an engaged member of the CalCPA San Diego Chapter, contributing to their mission of empowering the next generation of accountants in the industry.
Una nota personal
Ksenia resides in San Diego with her husband and son. She adores her two cats, Sammy and Milo, and relishes quality time with her family. She places importance on fitness and strives for a healthy, balanced lifestyle.