About Us
 
Omar Tewari has been a Certified Public Accountant for over 20 years. Omar has been the Chief Financial Officer of an international multi-million dollar company with operations in 8 countries as well as the senior financial executive of other multi-million dollar corporations. He has advised many high wealth individuals, successful companies, and emerging businesses on the best strategies to minimize taxes, procure assets economically, budget for product expansion, and forecast market trends in order to maximize business and personal net worth. 
 
Omar has been an Executive Financial Manager since 2010 and greatly appreciates the opportunity to help clients improve their financial lives. His vast knowledge,  experience, and communication skills enable Omar to design a clear financial plan specific to each client’s goals and challenges. He believes that everyone deserves excellent financial advice and works diligently to provide all of our clients with the best counsel available.

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