Broker Check
Omar Velasco

My Story

Personal finance and investing have always been interesting to me. As far as I can remember, I’ve enjoyed reading about financial concepts and will continue to do so to best serve my clients.

I was drawn to K2 Financial Partners due to their core values of constant pursuit of personal and professional development as well as taking a team approach to helping clients with their life goals.

My mission is to guide and educate my clients through their individual financial goals and aspirations.

 My Qualifications

  • BS Business Administration – California State University, Northridge
  • Series 6, 63, 65
  • Registered Representative
  • Investment Advisor Representative

CA Insurance License # 0M93678

About Me

I enjoy spending my free time with my lovely wife and our energetic 5-year-old son. We can be found playing catch, soccer, or riding our bicycles at a local park. I also enjoy snowboarding during the winter months and hanging out at the beach in the summer.