About Us
Orca Financial Group believes the correct way to implement financial advising for our clients is to know them, their goals, and their problems. To us, clients are people that we care about, not numbers to help meet a quota. By spending the time to truly understand them and their goals (both financial and others), we are able to present custom financial solutions for both tactical and strategic needs.
In an industry of sales pitches and fancy suits, Orca Financial Group aims to educate its clients so that we can make the best financial decisions together. Its founder, Georgiy Krasnopolskiy, is a former math and chess teacher and believes decisions shouldn’t be emotional, but well thought out with t charts of positives and negatives. They shouldn’t be based on generalized advice, but on personalized conversations about how each decision can help get a person to their goals.
With this in mind, we do all we can to make his clients financially successful. This goes far beyond determining their risk profile and investing their hard earned money. It often includes talking about how to spend their money, how to make sure their kids are not irresponsible with it, and how to set up productive family discussions about money. Our goal is to use our knowledge and experience to help you and your family succeed.
Orca Financial Group is based out of Colorado Springs, but works with clients all across the United States. All of our financial professionals are proficient in using zoom
We understand that this approach is not for everyone, but for those for whom it is, we are the best fit.
Georgiy Krasnopolskiy
Georgiy (George) Krasnopolskiy is a Russian Jewish Immigrant who came to the United States as a child. He was always mathematically inclined and grew up competing in chess with his older brother, Lev. After graduating high school, Georgiy started a chess school and went to college on a scholarship to play competitive chess. With his love of teaching, he went to school and graduated on the Deans List with a Degree in Education.
Fast forward a few years and George started another business that taught Yoga to Kids afterschool, and USA Chessboxing, which combined the sports of chess and boxing. He is an entrepreneur at heart and became the director of a high school math program at a charter school focused on entrepreneurship.
Eventually through a turn of fate, George was pushed towards Financial Advising. His ability to plan strategically that he learned in competitive chess, his ability to explain mathematical concepts that he learned from being a math teacher, and his love for helping people are what he brings to the table to help his clients with.
Paul O'Hara
Paul O’Hara is a wealth management professional and LPL financial planner with over 25 years of Wall Street experience. Paul holds a Certified Financial Planner (CFP®) designation. He is a fiduciary and holds Series 7, 24, 55, and 63 registrations held thru LPL financial. His expertise includes financial market and investment analysis, design of risk-managed portfolios. Paul and his wife Allison have enjoyed raising two wonderful children in Colorado since 2006. In his free time, he coaches high school basketball and enjoys skiing and hiking.
Cathy Schwanebeck
Cathy has worked in the financial services industry for ten years in executive administrative assistant roles at companies including Exemplar financial Network, Total Clarity Wealth Management Inc. and OnPath Financial, LLC.
Cathy received a Bachelor’s degree in business administration from Illinois State University.
Cathy is an executive administrative assistant with over 9 years of experience. She is currently living in the Chicago suburbs with her spouse. Cathy enjoys live music and volunteers at the local theater, loves reading and going to the gym. Cathy enjoys spending quality time with family, friends and loves her rescue German Shepherd, Rome.
Kelev
Kelev is Orca Financial Group’s emotional leader. He does all that is needed to make sure the employees of Orca Financial Group function the maximum of their capabilities.
This includes cuddles, licks, and even playing fetch on walks.
He is 25% American Staffordshire Terrier
12.5% Golden Retriever
12.5% Labrador Retriever
12.5% Maltese
12.5% Treeing Walker Coonhound
25% Sporting/Hound Group
100% Cute
