Omar Cujar CFP®, CPWA®
Mr. Cujar began his journey in the financial services industry in 2003. He served clientele as a Financial Advisor and Partner to a highly recognized team at Wachovia Securities in Palm Beach. In 2008, he was asked to join Merrill Lynch & Bank of America in Palm Beach as a Financial Advisor and Vice President. As of Nov 2011, he was extended a personal and special invitation to join LPL Financial, the country’s #1 independent broker/dealer[1] , along with many successful investment professionals. His mission is to serve affluent investors, their families, and organizations to satisfy their short and long term financial aspirations.
To provide the utmost attention to clients, Mr. Cujar follows a process that establishes a clear understanding of a client’s financial architecture. He works closely with them to ascertain objectives, visions, then engineers a map to help guide them toward their goals. On an ongoing basis, he monitors and discusses the plans with clients to identify any disparities. The design is composed of areas such as Investment Guidance - Income Planning - Estate & Wealth Transfer - Insurance Solutions - Educational Planning.
Mr. Cujar is a graduate of Rutgers University, New Jersey, with a Bachelor of Arts degree in Economics and a minor focused in Psychology. In 2009, he earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. [2]. In 2021 he earned Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business [3]. He enjoys traveling, golf, fishing, and spending time with his family. He’s involved in charitable events held by the March of Dimes, United Way, CI Foundation, & The Alzheimer's Association. Omar is from South Florida, currently resides in Delray Beach, and is fluent in Spanish.
[1] As reported by Financial Planning magazine, June 1996-2024, based on total revenue.
[2] The Certified Financial Planner (CFP®) designation is awarded by the Certified Financial Planner Board of Standards, Inc. (CFP Board) to financial analysts who possess a bachelor’s degree or equivalent, complete a CFP Board-registered education program or equivalent, pass a ten hour examination over a two day period, have 36 months of qualifying professional work experience, meet certain character and fitness standards, and pass a background check. The CFP® designation requires 30 hours of continuing education every two years.
[3] Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor”. Use of CPWA, and Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
