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

View more

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

More profiles to browse

Profile Photo
Todd Feltz
Chief Executive Officer, President
Profile Photo
Brent O'Mara
Partner & Senior Wealth Advisor
DF
Daniel Feltz
Principal, Wealth Advisor
RF
Ryan Feltz
Partner & Wealth Advisor

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST