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Sarah Boyle Racek

Olio Financial Planning

Blacksburg, VA

Mclean, VA

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Current Employers
Olio Financial Planning

1751 Pinnacle Drive Suite 600, Mclean, VA 22102-4007 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-11-20
SC RA APPROVED 2023-10-09
  • NC RA
    APPROVED
    Since 2025-11-20
  • SC RA
    APPROVED
    Since 2023-10-09

Branch Locations

301 South Main St Suite 203, Blacksburg, VA 24060 • United States

1751 Pinnacle Drive Suite 600, Mclean, VA 22102-4007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Olio Financial Planning Blacksburg VA 08/2023 Present
Olio Financial Planning Blacksburg VA 06/2022 12/2022
Virginia Tech Blacksburg VA 08/2019 05/2023
Virginia Cheese Company Norfolk VA 05/2021 08/2021
Virginia Tech Athletics Blacksburg VA 05/2020 05/2021
Student Blacksburg VA 08/2013 05/2019
Blacksburg Country Club Blacksburg VA 05/2016 12/2021
  • 08/2023 → Present
    Olio Financial Planning
    Blacksburg, VA
  • 06/2022 → 12/2022
    Olio Financial Planning
    Blacksburg, VA
  • 08/2019 → 05/2023
    Virginia Tech
    Blacksburg, VA
  • 05/2021 → 08/2021
    Virginia Cheese Company
    Norfolk, VA
  • 05/2020 → 05/2021
    Virginia Tech Athletics
    Blacksburg, VA
  • 08/2013 → 05/2019
    Student
    Blacksburg, VA
  • 05/2016 → 12/2021
    Blacksburg Country Club
    Blacksburg, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-09
  • S65 Uniform Investment Adviser Law Examination
    2023-10-09
Designations

View on SEC IAPD

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EQUITABLE ADVISORS, LLC
MAIN ADVISORY, INC.
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BCG SECURITIES, INC.
EDWARD JONES

Other Investors

STACY HUNTER MARTIN
CHRISTOPHER J FRENCH
MICHAEL BERRY COOKE
ALLEN S. LAVENDER
Christopher Todd Massey
Jesse Grant Buchanan
RONNIE LYNN COCHRAN
BRANDON RAY SEMONES

Other Offices

LPL FINANCIAL LLC · BLACKSBURG, VA
GENEOS WEALTH MANAGEMENT, INC. · Blacksburg, VA
EQUITABLE ADVISORS, LLC · BLACKSBURG, VA
MAIN ADVISORY, INC. · BLACKSBURG, VA
EAGLE STRATEGIES LLC · BLACKSBURG, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Blacksburg, VA
BCG SECURITIES, INC. · Blacksburg, VA
EDWARD JONES · BLACKSBURG, VA

More in Blacksburg, VA

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