Oladipo Wealth Management

Our Team

Our team is comprised of highly trained financial professionals with decades of experience in financial advisory, wealth management, investments, insurance strategies, college funding planning, retirement planning, estate planning, business succession planning, employee benefits, pension strategies, executive bonus plans, qualified and non-qualified deferred compensation plans, wealth transfer strategies, charitable gifting strategies and trust services.

Founder & CEO



Client Services Manager

Retirement Plans Specialist

*Licensed but not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: New York.

Lanre Oladipo

Founder & CEO
Financial Advisor
Investment Adviser Representative

Lanre Oladipo is the Founder & CEO of Oladipo Wealth Management. As a Financial Advisor and Investment Adviser Representative, Lanre’s vision is to close the wealth gap one client at a time. He’s passionate about helping people, especially those in underserved communities, to build generational wealth through holistic financial planning and investment management. With a decade of experience in Financial Services, Lanre is committed to the financial wellbeing of every client. He goes beyond and above to help them achieve their financials goals and build generation wealth.

Prior to founding Oladipo Wealth Management, Lanre worked for several years at MassMutual Metro New York. First, as a Financial Services Professional, and subsequently, as Registered Representative, Financial Advisor, and Investment Adviser Representative. As a Fee-Based Financial Planner, Lanre’s practice focuses on Holistic Financial Planning and Diversified Investment Strategies. He helps design investment portfolio allocations and customized insurance solutions for individuals, families, mid and top-level professionals, high net-worth clients, c-suite executives, hedged fund managers and successful business owners. At MassMutual Metro New York, Lanre was recognized in his first year as a Rising Leader. He subsequently became a Leaders Conference in 2015, Blue Chip Council in 2020, Million Dollar Round Table in 2019, and Top of the Council qualifier in 2020.

Lanre’s motivation is rooted in his passion to help people. More importantly, to help them achieve financial security. He believes that planning is the key to a successful financial future, and he encourages everyone to a get professionally designed financial plan. His background, experience, and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you desire it to be. Lanre invests time in building long-term relationships and in getting to know each client so that he could understand their individual needs and what matters most to them. This approach helps him and his team at Oladipo Wealth Management to provide clients with comprehensive investment solutions and protection strategies designed with each client’s best interest in mind.

Lanre received his formal education at Kwara State Polytechnic, Imo State University, Penn State University and New York University. Lanre works and lives in Manhattan, New York. When he is not in the office, he enjoys soccer, fishing, and mentoring.

Gabriel Mizrahi

Wealth Management & Investments

Gabriel Mizrahi leads Wealth Management and Investments Strategies at Oladipo Wealth Management. He is a registered representative with over 20 years of industry experience.

As a Financial Advisor and Investment Adviser Representative, Gabi is highly experienced in Wealth Management and in designing custom investment solutions for top level professionals, wall street executives, hedge fund managers and successful business owners.

Prior to joining the financial services industry, Gabi worked at PricewaterhouseCoopers, (PWC). He is a Certified Public Accountant*, and a Certified Financial Planner Professional. He is a graduate of Temple University in Economics, Accounting and Finance. Gabi is an Israeli native and has served in the IDF as a commander in an elite unit. Gabi lives on long island with his wife and two children. When he is not in the office, Gabi enjoys riding motorcycle and playing ping pong.

*Licensed but not practicing as part of Oladipo Wealth Management team on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: New York.

Brian White

Case Design & Protection Strategies

Brian White leads Case Design and Protection Strategies at Oladipo Wealth Management. With over 25 years of experience in the Financial Services industry, Brian brings a wealth of knowledge and understanding of Financial Planning and Protection Strategies to the team.

As part of the Oladipo Wealth Management Team, Brian works closely with our team members to analyze client needs and utilizes available resources to deliver case designs that provide solutions tailored to those specific needs.

In working with individuals to achieve their financial goals Brian has always adhered to the client’s best interest philosophy. The result has been clients being feeling prepared with regards to Education, Retirement and Estate Planning as well as protection of their assets through strategic design of products such as Life and Disability Income Insurance.

Brian currently resides in South Orange, NJ with his wife Regan and their two young sons Charlie and Parker. In his free time Brian enjoys playing and watching sports. He also enjoys playing and recording music.

Asheka Muschett

Client Services Manager

Asheka Muschett is a Client Services Manager at Oladipo Wealth Management.

Asheka works closely with the team to provide comprehensive protection strategies and/or focus on one specific area of need such as life Insurance, disability income insurance, college funding strategies, retirement analysis and programs, estate strategies, employee benefits and retention services, and business continuation strategies. 

Prior to joining Oladipo Wealth Management, Asheka’s financial services industry experience included 3+ years of client engagement at TD Bank as a Customer Service Representative. Asheka attended the University of the West Indies, Kingsborough Community College and The City University of New York – Brooklyn College where she studied Entertainment Management, Communication and Film Production.

When Asheka is not in the office, she enjoys photography, writing and book collection.

Ronald C. Scott

Financial Planner

Ron Scott is a Financial Planner at Oladipo Wealth Management where he specializes in Business Succession planning, Exit Strategies and Estate Planning.

With over 20 years of experience in the financial services industry, Ron has worked with many business owners and high net worth families on generational wealth planning. He spent his earlier years in industrial engineering, enterprise-wide IT systems implementation, and management consulting. His degrees include a BS in Mechanical Engineering from the Polytechnic Institute of New York and a Master of Business Administration and Management Science from Pace University. In addition, Ron has 14+ years of prior instructing experience which included a focus on Tax, Retirement, and Estate Planning.

Ryan J. Bass

Retirement Plans Specialist

Ryan J. Bass is an Investment Adviser Representative (“IAR”) with over 18 years’ experience in the financial industry.

Ryan holds a Bachelor of Science in Finance and Management Information Systems from Boston College. He is a lifelong student of the industry and dedicated to advancing his education.

Ryan is credentialed as a CFP® practitioner and has earned the designations of Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®). As a CERTIFIED FINANCIAL PLANNER™ practitioner, he emphasizes a planning-oriented approach and is committed to the highest standard of care set forth by CFP® board.

Ryan resides in New York’s Hudson Valley and enjoys spending time with his family. He is an avid birdwatcher, naturalist, and native plant gardener.

Call us, message us or schedule a quick meeting.

Our contact details are listed below. If you would like to send us a message, please use the form provided. You may also instantly book a 30 minute meeting with us.

Jim Sotiropoulos

Director of Strategy & Practice Development

Jim Sotiropoulos serves as the Director of Strategy and Practice Development at Oladipo Wealth Management.

He is an expert in strategy, leadership, practice management and capacity development with over 25 years of experience in the Financial Services Industry.

Jim’s prior professional experience included strategic advisory and practice development consulting for top financial advisors and Society 1851 producers at MassMutual Financial Group.

His current role includes talent recruiting, training, advanced-level coaching, and strategic alliance.

Simone Craig

Client Services Manager

Simone Craig is the Client Services Manager at Oladipo Wealth Management where she works closely with Lanre Oladipo to help clients prepare for financial planning, investment management and multigenerational wealth building strategies.

Simone is passionate about helping people, especially women business owners who are looking to build generation wealth and secure their financial future. Her background of 25 years of professional experience in the Accounting and Financial Services industry makes Simone a valuable member of the Oladipo Wealth Management Team.  

Simone is the founder of Abundance School, an online platform for women business owners who want to build generational wealth. She is the founder of SLC Global, a CFO, Tax Planning and financial consulting firm, and the founder of SRC Bookkeeping, a Tax Return and Bookkeeping practice — both servicing women entrepreneurs. Prior to founding SLC Global & SRC LLC, Simone’s professional experience included working as an auditor at KPMG Peat Marwick, as a Senior Financial Analyst at Prudential Financial, and as a Tax Accountant at Michael Garvey & Co.  

Simone received a Bachelors of Science (BA) degree in Accounting from Hampton University. When she is not in the office, Simone enjoys playing tennis.

Daniel Chatters

Financial Services Professional

Daniel Chatters is a Financial Services Professional at Oladipo Wealth Management.

Daniel’s work focuses on helping seasoned professionals, successful business owners and high net worth individuals build long term wealth and secure their financial future.

Prior to joining the team at Oladipo Wealth Management, Daniel’s professional experience includes working as a Vice President in Asset & Wealth Management at JP Morgan where he led business initiatives for regulatory projects. He also has years of experience consulting in management & technology.

Daniel Chatters holds an MBA from Florida A&M University and he is a Certified Public Accountant* (CPA).

*Licensed but not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: New York.
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