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Omar S
Series 65, Series 66
Rancho Cucamonga, CA
Santa Cruz Financial
Omar Shallan is a financial advisor at Santa Cruz Financial with Series 65 and Series 66 credentials. He has 10 years of prior experience at Save In Insurance and has been with Santa Cruz Financial since 2025. Santa Cruz Financial serves individual clients by offering investment advice, non-discretionary portfolio management, and comprehensive financial planning on an hourly basis. The firm employs a long-term, passive investment strategy focused on diversified allocations to large-cap equities, dividend-growth stocks, and high-quality bonds, and it does not accept commissions or third-party economic benefits.
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