Shalabi Wealth Management
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Omar Shalabi, CFP®

Financial Planning With Purpose

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.

Financial planningInvestment guidanceRetirement strategyMedicare With Abraham

★ 5 from 4 reviews on Google

What we do

Our services

01

Financial Planning

A comprehensive look at your full financial picture, organized into a clear and actionable plan.

02

Investment Guidance

Thoughtful investment direction aligned with your goals, timeline, and comfort with risk.

03

Retirement Planning

Strategy and structure to help you prepare confidently for life after work.

04

Tax reduction strategies

Investments to reduce your taxes

05

401k and Roth IRA's

The team

The people you will meet

Omar Shalabi, CFP®

Omar Shalabi, CFP®

Owner

Abraham Shalabi

Abraham Shalabi

Medicare

Name

Name

Role

What we do

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.

Financial Planning

01

Financial Planning

A comprehensive look at your full financial picture, organized into a clear and actionable plan.

Investment Guidance

02

Investment Guidance

Thoughtful investment direction aligned with your goals, timeline, and comfort with risk.

Retirement Planning

03

Retirement Planning

Strategy and structure to help you prepare confidently for life after work.

Tax reduction strategies

04

Tax reduction strategies

Investments to reduce your taxes

401k and Roth IRA's

05

401k and Roth IRA's

01
5
Google rating
4
Happy clients

Get in touch

Send us a message

Request an appointment

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

2026 Assembly St Unit 203, Columbia, SC 29201, USA(803) 917-6234
Call Omar Shalabi