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Omar Shalabi, CFP®
Omar Shalabi (CFP) brings focused, personalized financial planning to Columbia, helping you build a clear path toward the future you have in mind. Whether you are just getting started or refining a long-term strategy, reach out and start the conversation.
★ 5 from 4 reviews on Google
What we do
A comprehensive look at your full financial picture, organized into a clear and actionable plan.
Thoughtful investment direction aligned with your goals, timeline, and comfort with risk.
Strategy and structure to help you prepare confidently for life after work.
Investments to reduce your taxes

The team

Owner

Medicare

Role
Omar Shalabi (CFP) brings focused, personalized financial planning to Columbia, helping you build a clear path toward the future you have in mind. Whether you are just getting started or refining a long-term strategy, reach out and start the conversation.

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Get in touch
Send a message and we'll get back to you.