Omar Francis is an Financial Advisor with P.C. Planning & Benefits, Inc. dba Shore Financial Group, LLC, which is located on the shoreline of Connecticut east of New Haven. Shore Financial is a wealth management and retirement specialist organization which focuses on personalizing an individual's strategy in the wealth accumulation years and altering that strategy during retirement for the distribution years, with emphasis on continued growth as well.
For over 22 years, Omar has been performing a thorough review of client investment strategies and retirement plans as they relate to income, asset protection and succession planning for assets transferring to future generations.
Omar holds a BS from the University of New Haven as well as a MS from Southern Connecticut State University.