In the bustling world of wealth management, where clients seek personalized attention and tailored financial solutions, Omar A. Morillo, CFP®, is seeking to make his mark as a CERTIFIED FINANCIAL PLANNERTM practitioner and the founder of Imperio Wealth Advisors. With a passion for helping executives and entrepreneurs make the most of their wealth, Omar's approach to wealth advisory combines a boutique-style service while leveraging the institutional resources of a large organization by offering investment advisory services through Mariner Platform Solutions, LLC.
Omar's professional career began in the insurance industry. However, as he gained experience and insight, he realized that while risk management was an essential foundation and tool for wealth planning, it was not the end-all-be-all. Seeking to serve his clients better, he pursued securities licenses and financial planning credentials, allowing him to provide investment advisory services to his clients.
"I realized that having a more in-depth understanding of not just financial products, but how to structure them around a person's overall wealth plan to reach their goals and to create the future they perceive for themselves, made the most sense to me," says Omar.
The pursuit of excellence didn't end there. Omar's dedication to his client's financial well-being led him to obtain several qualifications, including the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification, along with the Chartered Financial Consultant (ChFC®) and Accredited Investment Fiduciary (AIF®) designations. This wealth of knowledge, combined with over a decade of experience in the financial industry, has equipped him to provide a holistic view of his clients' financial lives, helping to ensure they create tax-efficient wealth-planning strategies to leave lasting legacies.
In April of 2022, Omar launched Imperio Wealth Advisors, signaling a new chapter in his career and a unique opportunity to redefine wealth advisory services. Omar is committed to putting clients' interests above all else.
"We uphold a fiduciary standard of care," he says. "Our goal is to be able to serve our clients as a one-stop shop."
By working with Mariner Platform Solutions, Imperio Wealth Advisors goes beyond the conventional wealth management approach. This collaboration allows the firm to access a wide array of professional teams specializing in diverse disciplines across wealth management, such as investments, tax planning, insurance, estate planning, and more.
"Our clients can benefit from a 360-degree approach to their wealth management process," Omar explains. "By leveraging Mariner Platform Solutions, we offer not just comprehensive wealth planning but are able to custom tailor solutions to our client's individual needs."
Before founding Imperio, Omar spent years working at large financial institutions, which served as a valuable foundation for his current customized approach. Operating as an independent contractor through Mariner Platform Solutions empowers him and his team to provide clients with an extensive range of solutions.
" Omar states. "Now, as an independent advisor, I can access a plethora of solutions for my clients. It's truly powerful, and I believe my clients appreciate the level of flexibility and choice this independence affords them."
Omar's approach to wealth advisory transcends conventional monetary gains. He believes that wealth should serve to provide more time for the things that truly matter, such as spending time with loved ones, supporting causes, and pursuing passions.
"When I look at entrepreneurs thinking of liquidating or selling their business to fund their retirement, it's risky," he points out. "Building wealth across different buckets can help create financial freedom. It allows you to make decisions without money being the primary factor influencing every choice you make."
Omar A. Morillo's vision for Imperio Wealth Advisors is clear: to continue providing exceptional boutique-style service while expanding access to institutional-level resources. By placing his client's interests first and adhering to a fiduciary standard, Omar's objective is to ensure they receive the most personalized, comprehensive, and strategic wealth management services possible.
With a finger on the pulse of finance's ever-changing landscape, the team at Imperio
Wealth Advisors is attempting to bridge the gap between personalized, boutique-style service and institutional resource access for wealth planning clients.
This advertisement is not to be construed as an endorsement by the unaffiliated author. Omar Morillo is an investment adviser representative (IAR) offering investment advisory services through Mariner Platform Solutions (MPS), an SEC-registered investment adviser. As an IAR associated with MPS, he maintains a separate business entity, Imperio Wealth Advisors, through which he markets. The separate business entity is not owned, controlled by, or affiliated with MPS and is not registered with the SEC. For more information on Omar or MPS, please visit adviserinfo.sec.gov.
