Omar Almaraz, CFP®
Financial Services Associate
Omar recently joined the team in April 2021 as a Financial Services Associate. His primary responsibilities include helping create comprehensive financial plans and assisting the wealth management team with any other tasks. Before joining R&A, Omar worked at eMoney Advisor, where he helped financial advisors construct financial plans for their clients. He also spent a year at a consulting firm primarily focused on private equity. Omar holds a B.S. in Finance from San Diego State University and has recently received a graduate certificate through the College for Financial Planning as a Certified Financial Planner™ professional.
On the personal side:
Omar can often be found in the kitchen or in front of the grill cooking up something new outside of work. He also enjoys going to concerts, watching movies or live sports, and learning new songs on the guitar. He enjoys exploring San Diego as much as possible, typically eating at restaurants he has never been to before with his fiancée. They plan on getting married within the next year and taking their honeymoon in Scotland to explore some of the cities and distilleries.
Some things you might not know about Omar:
He is a local San Diegan and a first-generation college graduate. From a young age, Omar has been interested in personal finance, but the passion for it grew exponentially while he was in college. His parents never had someone to talk to about their finances, and he witnessed the devastation and stress The Great Recession caused them when he was younger. Seeing this unfold motivated Omar to want and help others with their finances and achieve their life goals.