Oona Rokyta

Senior Advisor Associate

Oona is a Senior Advisor Associate based in our San Francisco office. She currently supports the local advisor team in all aspects of the financial planning process and in developing client relationships.

Before transitioning to the financial services industry, Oona led a successful career in the marketing and communications space, in addition to cofounding Lance Global Inc., a neobanking startup for solopreneurs. Most recently, she worked with Asti Financial Management in the Bay Area.

Oona earned a bachelor’s degree in psychology from Carleton College and a graduate certificate in financial planning from Northwestern University. Active in the industry and beyond, she is a board member and director of career development for the Financial Planning Association’s San Francisco chapter, a member of Financial Women of San Francisco, and a board fellow for The Fourth Floor.

Having lived in multiple cities, Oona currently resides in San Francisco. She enjoys participating in endurance sports, cooking and hosting regularly, as well as traveling internationally.

Previous Experience

  • Associate Advisor at Asti Financial Management
  • Co-founder and CEO of Lance Global Inc. (exit Sequence)
  • Principal at Oonity Inc.

Education & Credentials

  • BA, Carleton College, Psychology
  • Graduate Certificate, Northwestern University, Financial Planning

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.