Omar A. Morillo, CFP®, ChFC®, AIF®
Omar Morillo is the Founder of Imperio Wealth Advisors, a boutique wealth management firm dedicated to simplifying the complexities of strategic wealth planning while delivering institutional-level resources to affluent individuals, families and business owners. He specializes in designing customized wealth strategies with a focus on tax efficiency, risk management, asset protection and retirement strategy.
Omar has held positions at large financial institutions, where he developed a deep understanding of the sophisticated financial needs of high-net-worth clients and businesses. He is committed to lifelong professional development to better serve clients with complex planning requirements.
Omar holds the Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), and Chartered Financial Consultant (ChFC®) designations.
Phone: 754-610-3994 | Email: info@imperiowa.com | Website: imperiowealthadvisors.com
