Overview
Omer is a Senior Wealth Advisor with CLA. He provides comprehensive financial planning and investment advisory services to families, business owners, and high net worth individuals. Omer is passionate about providing clients the education, expertise, and planning capabilities to help them achieve their financial goals through a consistent goals-based approach.
Prior to joining CLA in 2022, Omer worked in the financial services industry guiding high networth individuals and families, and small-business owners. He helps provide comprehensive financial planning services, portfolio management, estate planning, tax planning, retirement planning and risk management planning.
Education
- Masters of business administration from The Citadel, The Military College of South Carolina
- Bachelor of science in economics from The College of Charleston, South Carolina
- Series 7 and Series 66 licensed
- Designation as a CERTIFIED FINANCIAL PLANNER™
- Health and life insurance licensed