Omar F. Cujar, Cfp®, Cpwa®
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Omar F. Cujar, Cfp®, Cpwa® Email & Phone Number

Private Wealth Advisor at OC Wealth Management
Location: Boca Raton, Florida, United States 5 work roles 4 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
OC Wealth Management
Role
Private Wealth Advisor
Location
Boca Raton, Florida, United States
Company size
7900 employees

Who is Omar F. Cujar, Cfp®, Cpwa®? Overview

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Quick answer

Omar F. Cujar, Cfp®, Cpwa® is listed as Private Wealth Advisor at OC Wealth Management, a with 7900 employees, based in Boca Raton, Florida, United States. AeroLeads shows a matched LinkedIn profile for Omar F. Cujar, Cfp®, Cpwa®.

Omar F. Cujar, Cfp®, Cpwa® previously worked as Private Wealth Advisor - Investment Representative at Lpl Financial and Private Wealth Advisor at Oc Wealth Management Inc. Omar F. Cujar, Cfp®, Cpwa® holds Bachelor Of Arts (B.A.), Economics/Finance/Psychology from Rutgers, The State University Of New Jersey-New Brunswick.

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Email format at OC Wealth Management

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OC Wealth Management

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Profile bio

About Omar F. Cujar, Cfp®, Cpwa®

Mr. Cujar began his career in the financial services industry in 2003. He served clientele as a Financial Advisor and Partner to a highly recognized team at Wachovia Securities in Palm Beach. In 2008, he was asked to join Merrill Lynch & Bank of America as a Financial Advisor and Vice President. As of Nov 2011, he was invited to join LPL Financial, the country's #1 independent broker/dealer[1] , along with many of the most successful investment professionals. His mission is to serve affluent investors, their families, and organizations to satisfy their short and long term financial aspirations. To provide the utmost attention to clients, Mr. Cujar follows a process that establishes a clear understanding of a client's financial architecture. He works closely with them to ascertain objectives, visions, then engineers a map to help guide them toward their goals. On an ongoing basis, he monitors and discusses the plans with clients to identify any disparities. The design is composed of areas such as Investment Guidance - Income Planning - Estate & Wealth Transfer - Insurance Solutions - Educational Planning. Mr. Cujar is a graduate of Rutgers University, New Jersey, with a Bachelor of Arts degree in Economics and a minor in Psychology. In 2009, he earned the Certified Financial Planner™ certification awarded by the Certified Financial Planner Board of Standards, Inc. [2]He enjoys traveling, golf, and spending time with his family. He's involved in charitable events held by the March of Dimes, United Way, and The Alzheimer Association. Omar is from S. Florida, speaks fluent Spanish, & currently resides in Delray Beach with his wife, son.[1] As reported by Financial Planning magazine, June 1996-2021 based on total revenue.

Current workplace

Omar F. Cujar, Cfp®, Cpwa®'s current company

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OC Wealth Management
Oc Wealth Management
Private Wealth Advisor
Boca Raton, FL, US
Website
lpl.com
Employees
7900
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5 roles

Omar F. Cujar, Cfp®, Cpwa® work experience

A career timeline built from the work history available for this profile.

Private Wealth Advisor - Investment Representative

Current
Lpl Financial

Boca Raton

“I develop personal relationships with my clients and guide them to make confident financial decisions so they can comfortably pursue their goals and aspirations.”The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact and Info Section.’ Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and OC Wealth Management are separate entities from LPL Financial. Series 7 and 63 held with LPL.

Nov 2011 - Present

Private Wealth Advisor

Current
Oc Wealth Management Inc

Boca Raton, Florida, United States

Nov 2011 - Present

Vice President - Financial Advisor

Merrill Lynch

Palm Beach

Full Service Wealth Planning with Merrill Lynch in Palm Beach.

Oct 2008 - Oct 2011

Assistant Vice President - Financial Advisor

Wachovia Corp

Palm Beach, Fl

Partner and investment manager with an exclusive advisory group in Palm Beach.

Jan 2003 - Oct 2008
Team & coworkers

Colleagues at OC Wealth Management

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

VB Vincent Bravo Vincent Bravo Colleague at Oc Wealth ManagementCharlotte Metro, United States View → MS Michelle Santamaria Michelle Santamaria Colleague at Oc Wealth ManagementCharlotte, North Carolina, United States View → JT Judy Tolentino Judy Tolentino Colleague at Oc Wealth ManagementSan Diego, California, United States View → MJ Michael Jett Michael Jett Colleague at Oc Wealth ManagementGreater Philadelphia, United States View → KF Kristina Franke, M.A. Kristina Franke, M.A. Colleague at Oc Wealth ManagementAustin, Texas, United States View → AH Al Hill Al Hill Colleague at Oc Wealth ManagementPost Falls, Idaho, United States View → LH Layne Hepworth Layne Hepworth Colleague at Oc Wealth ManagementBoise Metropolitan Area, United States View → JC John C. John C. Colleague at Oc Wealth ManagementSan Diego, California, United States View → MS Mandy Smith Mandy Smith Colleague at Oc Wealth ManagementCarrollton, Georgia, United States View → DP Dangelo Prioleau Dangelo Prioleau Colleague at Oc Wealth ManagementCharlotte, North Carolina, United States View →
4 education records

Omar F. Cujar, Cfp®, Cpwa® education

Cfp®, Attended The Fau College Of Business To Attain My Cfp® Designation

Florida Atlantic University

[2]The Certified Financial Planner (CFP®) designation is awarded by the Certified Financial Planner Board of Standards, Inc. (CFP Board).

High School Diploma

J. P. Taravella High School

Activities and Societies: Wrestling

FAQ

Frequently asked questions about Omar F. Cujar, Cfp®, Cpwa®

Quick answers generated from the profile data available on this page.

What company does Omar F. Cujar, Cfp®, Cpwa® work for?

Omar F. Cujar, Cfp®, Cpwa® works for OC Wealth Management.

What is Omar F. Cujar, Cfp®, Cpwa®'s role at OC Wealth Management?

Omar F. Cujar, Cfp®, Cpwa® is listed as Private Wealth Advisor at OC Wealth Management.

Where is Omar F. Cujar, Cfp®, Cpwa® based?

Omar F. Cujar, Cfp®, Cpwa® is based in Boca Raton, Florida, United States while working with OC Wealth Management.

What companies has Omar F. Cujar, Cfp®, Cpwa® worked for?

Omar F. Cujar, Cfp®, Cpwa® has worked for Oc Wealth Management, Lpl Financial, Oc Wealth Management Inc, Merrill Lynch, and Wachovia Corp.

Who are Omar F. Cujar, Cfp®, Cpwa®'s colleagues at OC Wealth Management?

Omar F. Cujar, Cfp®, Cpwa®'s colleagues at OC Wealth Management include Vincent Bravo, Michelle Santamaria, Judy Tolentino, Michael Jett, and Kristina Franke, M.A..

How can I contact Omar F. Cujar, Cfp®, Cpwa®?

You can use AeroLeads to view verified contact signals for Omar F. Cujar, Cfp®, Cpwa® at OC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Omar F. Cujar, Cfp®, Cpwa® attend?

Omar F. Cujar, Cfp®, Cpwa® holds Bachelor Of Arts (B.A.), Economics/Finance/Psychology from Rutgers, The State University Of New Jersey-New Brunswick.

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