Omar Almaraz
Investment adviser representative at Pathview Wealth Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$583MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Pathview Wealth AdvisorsJun 2024 to now
- Rowling & Associates LLCJul 2023 to Jun 2024
- Rowling & Associates LLCApr 2021 to Jun 2023
- Emoney AdvisorApr 2019 to Apr 2021
- Torreycove Capital PartnersJun 2018 to Mar 2019
- Bekker's CateringMar 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Pathview Wealth Advisors
Legal name: Rowling & Associates LLC
$583MAssets managed
362Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7727345
- Firm CRD
- 308292