Brent O’Mara joined Feltz WealthPLAN in May of 2000 as a Wealth Advisor and hit the ground running never looking back. It was his first position within the industry.
“Wow, did that work out!” he says. “I landed my dream job the first time. How many people can say that?”
Scope of Work and Greatest Satisfaction
As a Senior Wealth Advisor, Brent works with clients, both new and existing, actively managing and monitoring their investment portfolios. He regularly meets and communicates with them to tailor their plans and ensure their goals and objectives are being addressed. He gets his greatest satisfaction in striving to exceed their expectations, protecting their interests, and developing innovative solutions to address each client’s situation.
Community Involvement
Brent has a passion for charitable causes and as chairman of the ‘Feltz WealthPLAN Swing for Charity,’ he has successfully raised over $311,000 to benefit The American Cancer Society, The Alzheimer’s Association, The American Heart Association, Angels Among Us, and PlaySmart.
In his spare time, Brent, his wife, Erin, and children Wyatt, Quinn, and Sloane, love spending time with family, friends, and enjoying the great outdoors by hunting, fishing, and the occasional round of golf.
Certificates/Registrations/Designations/Licenses
- Certified Fund Specialist (CFS®)
- Series 7**
- Series 31**
- Series 66**
- Health/Life/Annuities
- AIF®
Charitable Causes
- Alzheimer’s Association
- American Cancer Society
- American Heart Association
- HOPE Center
- Muscular Dystrophy
- PlaySmart
*As reported by Financial Planning Magazine, June 1996-2013, based on total revenue.
**Securities registrations held with Securities America.