Omar is a qualified, independent Financial Advisor and a member of the Chartered Institute for Securities and Investment (CISI). As a Private Client Advisor, he provides a truly holistic financial planning solution to affluent US, British and international individuals and family offices.
Omar brings nearly a decade of global wealth management experience having worked across 4 different continents. His international experience brings a valuable understanding of various international financial practices, regulatory norms and cultures.
He has executed a variety of cross-border planning solutions, including international wealth management, UK property and mortgage transactions, offshore company and trust setups, general life insurance and estate planning for generational wealth preservation.
Omar‘s passion is to look after his clients closely and make sure their families’ future is taken care of from a financial planning perspective.
Omar graduated with an MBA from Lancaster University in the United Kingdom. He also holds a Bachelor of Commerce majoring in Finance from Concordia University in Canada.
Vie International Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. Check the background of this company and/or person on the UK’s Financial Services Register.
Licensed in California as Vie International Insurance Solutions CA Insurance License #0L82882