Omar is a Managing Director with Summit Wealth Partners, LLC and brings more than 15 years of experience in the investment and wealth management industry. He works with successful families to support thoughtful financial decision-making and long-term planning through a disciplined, goals-based approach.
Omar provides clients with a structured investment framework, customized asset-allocation strategies, and coordinated advice across all areas of their financial lives. His work integrates portfolio management, risk planning, tax and estate strategy alignment, and multigenerational financial guidance, helping clients navigate periods of transition and growth with clarity and confidence.
Prior to joining Summit Wealth Partners, LLC, Omar held roles at large financial institutions spanning investment consulting, portfolio strategy, and client advisory services. He is known for his strong analytical background, disciplined process, and commitment to delivering clear, well-coordinated solutions. Before beginning his career in financial services, Omar proudly served in the U.S. Navy.
Outside the office, Omar is active in the community as a mentor with Florida Gulf Coast University’s Finance School, supporting students pursuing careers in financial services. In his free time, he enjoys cycling, traveling, and spending time with his wife, Lily
Education: University of South Florida; Bachelor of Science – Finance; Bachelor of Science- Management Information Systems
