Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omar? Claim Your ProfileOmar Almaraz is a Certified Financial Planner® professional with over 6 years of experience in the financial services industry. Omar is currently registered as an Investment Advisor Representative in California and Texas. Omar works at Pathview Wealth Advisors, a firm that manages over $545 million in assets. Omar specializes in providing financial planning services to individuals, high-net-worth individuals, and charitable organizations. Omar's primary office is located at 1455 Frazee Road, Suite 700, San Diego, CA 92108.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/21/2023 - Present
Pathview Wealth Advisors (SAN DIEGO CA)
Active
Inactive
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