Ksenia Sarkisova is a wealth advisor in the San Diego office of Octavia Wealth Advisors. Her primary focus is to positively impact her clients’ financial well-being by delivering personalized financial solutions. With strong expertise in both portfolio design and wealth preservation techniques, Ksenia works to help clients achieve their highest financial potential. She is particularly passionate about helping other women realize the benefits of reaching financial independence. Ksenia has an innate ability to connect with clients and form authentic relationships that demonstrate her genuine concern for their needs.
Before joining the Octavia team in 2020, Ksenia served as the managing partner at Mendoza Capital, Innovative Financial Solutions, LLC.
Ksenia has a bachelor’s degree in business administration from California State University, Channels Islands. She is also a CERTIFIED FINANCIAL PLANNER™.
On the personal side
As a 19-year-old growing up in Turkmenistan, Ksenia became the youngest reception manager ever to work at the local Sheraton Ak-Altyn Hotel. Her warm and vibrant personality earned her the job of welcoming the hotel’s prestigious guests, but keeping it required her to speak three languages—English, Russian, and Turkish!