Omar Roman M.S., CFP®

Omar Roman

10000 North Central Expressway
Suite 700
Dallas, Texas 75231
Phone 972.421.2097

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Omar joined our team as a Financial Planning Associate and now serves as the Director of Innovation. He is responsible for overseeing full functionality and leveraging of the firm’s technology platform.

Omar graduated Magna Cum Laude from Texas Tech University, which has one of the top financial planning programs in the country, with his Bachelor of Science in Personal Financial Planning, Master of Science in Personal Financial Planning, and Graduate Certificate in Charitable Financial Planning. Omar has also successfully satisfied all of the Certified Financial Planning Board of Standard’s rigorous requirements to become a CERTIFIED FINANICAL PLANNER™ certificant.


Texas Tech University
B.S. and M.S. in Personal Financial Planning

Charitable Financial Planning
Certified Financial Planner