Omar Shalabi has 28 years as a certified financial adviser with 28 years of happy clients.
Mr. Omar, a seasoned financial advisor with an impressive career spanning 28 years, has built a reputation for excellence and trustworthiness in his field. After graduating from the University of South Carolina with a Bachelor in Science and USC Darla Moore School of Business continuing in finance, he combined his academic knowledge with a natural talent for financial planning, quickly becoming a sought-after expert.
His clients, who range from young professionals to retirees, deeply appreciate his personalized approach and unwavering dedication to their financial well-being. Known for his keen insight and strategic planning, Mr. Omar has helped countless families and individuals achieve their financial goals and secure their futures.
Outside of his professional life, Mr. Omar is a devoted family man. He and his wife share a strong bond and have raised four wonderful children together. Balancing his career with family life, he ensures that he is present for his children’s milestones and takes an active role in their upbringing. His success is not just measured in financial terms but also in the love and respect he garners from his family and clients alike.
Our Team We empower retirees to achieve their dream retirement through personalized guidance and support
Omar Shalabi
Hasan Shalabi