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

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.