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

HEAD OF WEALTH MANAGEMENT & INVESTMENTS

HEAD OF FINANCIAL PLANNING & ADVANCED MARKETS

Financial Services Professional

Client Services Manager

HEAD OF CASE DESIGN & PROTECTION STRATEGIES

Client Services Associate

Director of Strategy & Practice Development

*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 trusted Financial Advisor and Investment Adviser Representative, Lanre’s vision is to close the wealth gap one client at a time by helping people, especially those in underserved communities, build multigenerational wealth through holistic financial planning and investment management. He is committed to the financial wellbeing of every client and goes beyond and above to help them achieve their financials goals.

Prior to founding Oladipo Wealth Management, Lanre worked for 7 years at MassMutual Financial Group, 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, his practice focuses on holistic financial planning and investment management, including portfolio and asset allocation strategies for individuals, families, top level professionals, high net-worth clients, c-suite executives, hedged fund managers and successful business owners. At MassMutual, Lanre was recognized in his first year as a Rising Leader. He subsequently became a Leaders Conference, Blue Chip Council, Million Dollar Round Table, and Top of the Council qualifier. 

Lanre’s motivation is rooted in his passion to help people generally. More importantly, to help them achieve financial security. He believes that planning is the key to a successful financial future, and he encourages all people to get a financial plan and invest for the future. 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 need it to be. Lanre invests time in building long-term relationships and in getting to know each client so that he can 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 investment solutions and protection strategies designed with each client’s best interest in mind.

Lanre received his formal education at 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

CFP®, CPA*
Head of Wealth Management & Investments

Gabriel Mizrahi is the Head of Wealth Management and Investments Strategies at Oladipo Wealth Management. He is a registered principal 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 on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: New York.

Ronald C. Scott

CFP®, AEP®, CFBS, ChFC®, CLU®, CLTC, MBA
Head of Financial Planning & Advanced Markets

Ron Scott is the Head of Financial Planning & Advanced Markets at Oladipo Wealth Management, where he is responsible for Advanced Financial Planning, Retirement Planning, Trust & Estate Planning, Business Succession Planning, Charitable Gifting Strategies, and multi-generational Wealth Transfer strategies

Ron has over 18 years of experience in the financial services industry, with roles ranging from Advisor to Training Manager to Sales Director to Advanced Markets Consultant to Director of Financial Planning.  He had spent his earlier years in industrial engineering, enterprise-wide IT systems implementation, and management consulting.  

Ron has over 12 years of instructing experience which includes a focus on the Tax, Retirement, and Estate Planning modules of the Certified Financial Planner (CFP®) certification education program and review courses, both in a traditional classroom and live online. Ron also teaches Finance and Economics courses at the undergraduate level. Ron lives on Staten Island with his family and enjoys playing drums in his spare time. His degrees include a BS in Mechanical Engineering from the Polytechnic Institute of New York and MBA in Management Science from Pace University. When he is not in the office, Ron enjoys playing drums.

Daniel Chatters

MBA, CPA*
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.

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.

Brian White

Head of Case Design & Protection Strategies

Brian White is the Head of 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 achieving financial peace of mind 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 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 Associate

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

As a licensed Financial Services Professional in the state of New York, 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.

Asheka lives in Brooklyn, New York with her family. When she is not in the office, she enjoys photography and writing.

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.

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