Omar A. Morillo, Cfp® Chfc® Aif® Email & Phone Number

As Imperio Wealth Advisors's founder and Senior Wealth Advisor, I provide a boutique wealth planning experience supported by institutional resources to benefit entrepreneurs and executives. With years of experience in the financial services industry, I have the credentials, competencies, and passion to help my clients grow, protect, and enjoy their assets.I leverage my firm's resources to address the five critical levers of financial success: expedited retirement planning, asset protection planning, investment strategy development, tax reduction planning, and estate planning. By developing a comprehensive and customized financial plan that prioritizes tax efficiency, retirement income, investment efficiency, and asset protection, my goal is to help my clients to pursue their financial goals and live a prosperous life.I have many years of experience in the financial planning and wealth management space, holding industry-recognized credentials, such as CERTIFIED FINANCIAL PLANNER ™, Chartered Financial Consultant, and Accredited Investment Fiduciary credentials, as well as securities licenses.Investment advisory services are offered through Mariner Platform Solutions (MPS), an SEC-registered investment adviser.Imperio Wealth Advisors and MPS are not affiliated entities.

Listed skills include Estate Planning Strategies, Mutual Fund Strategies, Annuity Strategies, Asset Allocation Strategies, and 8 others.