Profile

Mr. Omar Morillo

Equitable Advisors

Contact Details

Equitable Advisors
Ft Lauderdale, FL 33394-0035
United States

Bio

Omar is a CERTIFIED FINANCIAL PLANNER™  professional. He is the founder of JetSetter Financial, a company dedicated to providing Holistic Wealth Management strategies for entrepreneurs and professionals. Partnered with AXA Advisors, LLC platform, Omar is able to service the very diverse needs of each of his clients, which range from investment asset management, estate planning strategies, life insurance, to long-term care.

He also can help business owners to implement tax-mitigating, and employee retention strategies such as employee benefits, 401K plans, Defined Benefit Pension plans, deferred- compensation, and executive benefits.