All online Financial Advisors are not created equal and there are many out there who claim to offer unbiased financial advice. If you are one of the many individuals looking for a personal Financial Advisor that can operate as a Fee-Based Fiduciary, meaning look out for your best interest first, look no further. As an Investment Advisor Representative, Omar Morillo is licensed to conduct fee-based planning. We can offer a wide gamma of services ranging from wealth management, insurance and tax planning. Together we can navigate the complexities of these fields to meet your financial goals.
*Accessing cash values may result in surrender fees and charges, may require additional premium payments to maintain coverage, and will reduce the death benefit and policy values.
As the founding member of Magnate Financial Advisors I bring the better part of a decade of insurance and retirement planning experience to my firm. My primary focus is expanding Magnate’s brand in the financial services industry and fulfilling its value proposition to each and every one of my clients.
– Omar Morillo