Organizing your complex financial life—and goals
Omni Financial Research advisors are ready to guide you through one of the most important and potentially risky responsibilities you must assume for yourself and for your family: planning your financial future. Our talented team of professionals is ready to put their knowledge, skills, and savvy to work helping you avoid risk and build a secure future for you and your loved ones.
Omni Financial Research advisors invest time to learn about your financial and personal goals and use that insight to craft a financial planning strategy that helps you achieve them. That strategy is more than just investing money wisely. It includes tax savings and insurance planning to protect your assets, planning for a secure retirement, and estate planning to give both you and your beneficiaries confidence in your investments.
Omni Financial Research experts work as a close-knit team to consolidate your assets to make managing your complex financial life more efficient. You have at your fingertips the power of Omni Financial Resaerch to oversee and manage all your assets, documents, and retirement and estate planning.
Fredric L. Mayerson, M.B.A., Ph.D., CFP
Dr. Fredric L. Mayerson is a Professor of Business at the City University of New York. He has been a member of the faculty for 25 years. He holds a Ph. D. degree with honors, and an M.B.A., with honors in 3 fields (including finance and executive management). He further holds an additional Master’s degree as well as a professional diploma. His doctoral dissertation received both the Phillip J. Moore and Schuyler Joyner awards for excellence on the New York State and Federal levels respectively.
Dr. Mayerson has appeared on radio and television programs as a financial expert, and has had business experience in both the public and private sectors. As chief financial officer of two public sector organizations, he was involved with several aspects of financial investment and retirement planning. Dr. Mayerson is a Certified Financial Planner (CFP), and a Registered Investment Advisor (RIA). He holds both series 7 and series 63 securities registrations. Furthermore, he holds both New York State life, accident and health insurance and property and casualty insurance licenses. He has developed and conducted many financial management seminars, and currently serves as a consultant to a wide array of professionals in this area. Dr. Mayerson has published in professional journals, and has lectured throughout the United States.
