Omer Abramovich, CFP®, BFA™, MBA
Omer joined Affiance Financial in February, 2014. He offers clients guidance as they work toward achieving their financial goals. In addition to developing financial plans, Omer offers investment asset allocation strategies, risk management planning, cash flow planning, debt planning, estate planning, and retirement planning services.
In addition, Omer works closely with principal Steve Lear. Known as the quarterback of Steve's client support team, he coordinates behind-the-scenes work for a financial plan or investment strategy. Omer also serves as a member of Affiance's investment committee, helping make decisions regarding the firms investment and asset allocation strategies.
Before becoming part of the Affiance team, Omer spent a year as an entry-level advisor with Ameriprise Financial. He holds a Master of Business Administration from The Citadel and a bachelor’s degree in economics from the College of Charleston.
Get to know Omer—
- Born and raised in Haifa, Israel, Omer earned an athletic scholarship to play tennis for the College of Charleston. During his sophomore year, he set a school record by winning every match!
- He lives with his wife, Tyler, their son ,Liam, and their cat, Coco.
- He enjoys running (even completing the New York City Marathon!), playing tennis, and cheering on the Wild, Vikings, and Gophers.