Richard Omobogie| CFP®, CRPC®
Zuwa Financial LLC
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Dallas, TX 75247
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Richard Omobogie is a Dallas / Fort Worth, TX Fee-Only Financial Planner serving clients locally and across the country. Zuwa Financial LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Richard Omobogie is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Richard Omobogie is a Fee Only Financial planner in Dallas, TX. Richard Omobogie is a NAPFA-Registered Financial Advisor.
As a fiduciary financial advisor, my goal is to offer clients with financial planning and investment services, while empowering them with appropriate advice, so that they make wise and smart decisions with their money, and create financial independence.
I started Zuwa Financial as a fee-only financial advisory practice to make comprehensive financial planning and guidance accessible to individuals, professionals, small business owners, growing families and Nigerian American professionals. In addition to creating comprehensive financial plans, Zuwa financial manage clients investment portfolios, and provide ongoing advice as needed. There is NO account minimum to become a client of the firm.
I'm passionately dedicated and irrevocably committed to helping clients align their personal finances with their values and purpose, so they can live the life of their dreams and goals. Many of my entrepreneurial clients have concerns about cash-flow management, retirement planning, business succession planning, tax implication on their investments and wealth transfer.
I am open to meeting with anyone on a face to face basis in the Dallas Fort worth metroplex. If you are further away, we can use technology to make working together a VIRTUAL BREEZE.
Want to discuss how I can help? Let's connect!
The name of the firm “Zuwa” means “Chosen to provide wealth and prosperity.” We take the firm’s name seriously and are fully committed to its true meaning.
We are a fee-only Financial Planning and Investment Management firm serving clients in the Dallas/Fort Worth area, and beyond virtually.
Our mission is to empower our clients and bring their financial goals within reach by providing sound unbiased financial advice, anchored through a planning process with discipline, direction, education and expertise.