Founder, CFP, ChFC, AIF
Omar A. Morillo
Email Address
[email protected]
Phone Number
+1 754 610 3994
3350 SW 148th Ave Suit 110, Miramar, FL 33027
Thank you for visiting our website. I am the founder of Imperio Wealth Advisors. I strongly believe in simplifying the complexities of strategic wealth planning and management for my clients to help them achieve their goals. Throughout my career, I have dedicated much time to continual learning and improvement of my abilities to serve the complex needs of my many affluent clients adequately. Before launching my firm, I spent years working at large financial institutions. I realized that my clients’ needs around tax efficiency, risk management, asset protection and retirement planning required a custom approach in each scenario. However, the architecture within some traditional financial institutions only provided for a one-size-fits-all approach to wealth management. For this reason, I started a firm that can deliver the boutique and individual feel that my clients have always loved on the front end. At the same time, we incorporate the institutional resources of a wealth management firm on the back end. After completing my undergraduate degree in supply chain management, I completed the Executive Certified Financial Planner (CFP®) Post-Graduate Program at the University of Miami. I am an Accredited Investment Fiduciary (AIF®) and a Chartered Financial Consultant (ChFC®). I want to assist our clients in respectful accordance with their values. I know that for those of us with shared ideals of family, community and time freedom, money is a means to provide for more time spent on those people, causes and things we love. Our why is always the driver for every decision. I am married to the woman of my dreams and live in South Florida with her and our two beautiful children. I’m a dog person and have a rescue dog named Choco. My family and I love to travel together. Now you know my why.
About Omar Morillo
Professional Designations
- CFP
- ChFC
- AIF
