Alina Osokhovska

Employer firm

Shp Wealth Management, LLC CRD 174697

$1.92B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 03/2023
  Beacon Financial Planning
  Hyannis, MA
• 10/2014 → 12/2020
  First Citizens Federal Credit Union
  Hyannis, MA
• 01/2020 → 03/2023
  Beacon Financial Planning
  Hyannis, MA
• 03/2023 → 12/2024
  Crestwood Advisors
  Boston, MA
• 02/2025 → Present
  Shp Wealth Management, Llc
  Plymouth, MA

Previous Registrations

• 2023-03-27 → 2024-12-17
  Crestwood Advisors
  Boston, MA
• 2023-01-03 → 2023-03-13
  Beacon Financial Planning, Inc
  Hyannis, MA

Designations

• Certified Financial Planner

Other Names

• Alina O Leon