Omnia Family Wealth Welcomes New Senior Wealth Advisor
Omnia Family Wealth is pleased to announce the addition of our new Senior Wealth Advisor, Erez Hevroni. As a Certified Exit Planning Advisor (CEPA), Erez will help families integrate exit strategies into their business, personal and financial goals.
“We are pleased to welcome Erez to the Omnia team. His focus, knowledge and experience are bound to play a significant role not only in our growth, but more importantly by helping our clients fulfill their family legacy goals,” said Omnia CEO and Founder Steven Wagner when asked about the firm’s new addition.
Driven by performance, Erez brings more than 15 years of financial experience to Omnia. He has a great track record of success in serving serial entrepreneurs, business owners, high net worth individuals and ultra-high net worth families. Prior to joining Omnia, Erez served as the Vice President and Private Banking Manager at Bank Leumi USA, where he customized wealth management services for senior executives and their families in Silicon Valley. In addition to Bank Leumi USA, he also previously held positions at ConnectOne Bank and Invest Financial, Wells Fargo and Merrill Lynch.
In addition to being a CEPA, Erez is also an Accredited Wealth Management Advisor (AWMA) and Accredited Asset Management Specialist (AAMS). Additionally, he holds Series 7, Series 66 and Life and Health Insurance licenses. Erez received his Bachelor’s in International Finance from the International University of Business and Law and completed the CFP Program at The College of Financial Planning. He is currently on the path toward receiving his Master of Science in Financial Planning.