Omar F. Cujar, CFP®, CPWA®
Private Wealth Advisor & Investment Representative
Mr. Cujar began his journey in the financial services industry in 2003. He served clientele as a Financial Advisor and Partner to a highly recognized team at Wachovia Securities on the Palm Beach Island. In 2008, he was asked to join Merrill Lynch & Bank of America in Palm Beach as a Financial Advisor and Vice President. As of Nov 2011, he was extended a personal and special invitation to join LPL Financial, the country’s #1 independent broker/dealer[1] , along with many successful investment professionals. His mission is to serve affluent investors & their families, professional athletes, and businesses to satisfy their short and long term financial aspirations.
To provide the utmost attention to clients, Mr. Cujar follows a process that establishes a clear understanding of a client’s financial architecture. He works closely with them to ascertain objectives, visions, then engineers a roadmap to help guide them toward their goals. On an ongoing basis, he monitors and discusses the plans with clients to identify any disparities. The design is composed of areas such as Investment Guidance - Income Planning - Estate & Wealth Transfer - Life Insurance & Long Term Care Solutions - Educational Funding & Planning for Children.
Mr. Cujar is a graduate of Rutgers University, New Jersey, with a Bachelor of Arts degree in Economics and a minor focused in Psychology. In 2009, he earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. [2]. In 2021 he earned Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business [3].
Outside of the office, he enjoys traveling, golf, fishing, and spending time with his family. Mr. Cujar is also a dedicated parent coach with the Delray Beach National Little League and Brazilian Jiu Jitsu. He has participated in charitable events held by the March of Dimes, United Way, CI Foundation, The Alzheimer's Association, & proud DBNLL team sponsor. Mr. Cujar currently resides in Delray Beach, FL with his wife, two boys, and a beloved rescue dog.
Awards: Advisor Hub 250 Advisors to Watch under $1 Bill (#194, 2025)[4]
Registrations Held - FINRA Series 7, 66 held through LPL Financial - Life, Health & Variable Annuity licenses
[1] As reported by Financial Planning magazine, June 1996-2024, based on total revenue.
[2] The Certified Financial Planner (CFP®) designation is awarded by the Certified Financial Planner Board of Standards, Inc. (CFP Board) to financial analysts who possess a bachelor’s degree or equivalent, complete a CFP Board-registered education program or equivalent, pass a ten hour examination over a two day period, have 36 months of qualifying professional work experience, meet certain character and fitness standards, and pass a background check. The CFP® designation requires 30 hours of continuing education every two years.
[3] Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor”. Use of CPWA, and Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
[4] The 2025 Advisor Hub’s “250 Advisors to Watch under $1 Bill” ranking was given in June 2025. No fees were paid to participate in the ranking.