Ona Bolton, CFP®, CPA/PFS

Bio

Ona is a CERTIFIED FINANCIAL PLANNER® practitioner with more than 30 years of experience in the financial services industry. She enjoys helping individuals and families define and meet their financial goals and objectives. Ona works closely with clients to understand their financial situations and provides recommendations to help them achieve their financial goals. Her attention to detail and her broad knowledge of tax, insurance, financial plan modeling, and estate planning are integral to her passion for serving clients holistically.

Ona is originally from the Chicago area and graduated from Marquette University, where she received a bachelor’s degree in Accounting. She received her master’s degree in Taxation from George Mason University. Ona is a Certified Public Accountant and a Personal Financial Specialist through the American Institute of CPAs (AICPA).

She lives in Virginia with her husband and five daughters and enjoys gardening and traveling.