Omar A Email
Wealth Advisor @ Pathview Wealth Advisors
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Omar A Location
- San Diego, CA, US
Omar A Work
- 2024 -now Wealth Advisor @
- 2021 -2024 Associate Wealth Advisor @
- 2020 -2021 Product (Financial Planning) Specialist @
- 2019 -2020 Client Support Specialist @
- 2018 -2019 Analyst @ TorreyCove Capital Partners LLC (Acquired by Aksia)
Omar A Education
- San Diego State University
Bachelor of Science (BS) (Finance, General)
2016-2018 - College for Financial Planning
CFP® Certification Professional Education Program
Omar A Skills
- eMoney Advisor
- Wealth Management
- Client Relations
- Financial Analysis
- Event Planning
- Event Management
- Research
- Microsoft Office
- Client Services
- Spanish
Omar A Summary
- Omar A, based in San Diego, CA, US, is currently a Wealth Advisor at Pathview Wealth Advisors. Omar A brings experience from previous roles at Pathview Wealth Advisors, eMoney Advisor and TorreyCove Capital Partners LLC (Acquired by Aksia). Omar A holds a 2016 - 2018 Bachelor of Science (BS) in Finance, General @ San Diego State University. With a robust skill set that includes eMoney Advisor, Wealth Management, Client Relations, Financial Analysis, Event Planning and more. Omar A has 2 emails on RocketReach.
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