CoverProfile

Kevin O'Mara

Senior Wealth Advisor

Feltz WealthPlan

United States, Nebraska, Omaha

About Me

As a Wealth Advisor, CFP® at Feltz WealthPLAN, I focus on assisting clients with their financial and investment needs so they can focus on what’s important: living their individual lives. I take pride in developing long-standing relationships with my clients so they know without a doubt their needs are being met. At Feltz WealthPLAN, we consider our clients family. Our comprehensive approach incorporates utilizing the talents and efforts of our entire team to give clients a higher level of exceptional service and money management. The Feltz WealthPLAN approach has allowed us to build one of the most successful financial planning firms in the Greater Omaha area for thirty years. Advisory s

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Profile Information

Senior Wealth Advisor

Feltz WealthPlan

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Omaha

Nebraska

United States

Jul 31, 2024

Work Experience

Feltz WealthPLAN

Senior Wealth Advisor
Jan 2006 - Present
Email: kevin@feltzwp.com

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