Optimized your
Financial Growth
Finance.
15+
A Common Quote by Kevin
Successful investing requires a scientific mindset—question assumptions, test strategies, adapt to new data, and never let emotions override evidence. Stay disciplined, stay informed, and let logic guide your financial journey.
CRD#: 1146992
- Denise Yager Omar is a licensed broker based in Memphis, TN, with 15 years of industry experience. He is currently a financial advisor at Memphis Capital, where he has been registered since 2016.
- He has previously worked at Memphis Capital (CRD# 8564) and Provenance Financial Inc. (CRD# 43981), bringing 15 years of industry experience to his role.
Financial Planning & Wealth Coach
Portfolio Management
Pension Consulting Services
Seminars/Workshop
I maintain regular communication through meetings, phone calls, and emails to keep clients informed about their financial progress and any necessary adjustments.
I assess each client’s risk tolerance and design a diversified portfolio to mitigate risks while aiming for optimal returns.
I recommend reviewing your financial plan at least annually, but I am available for more frequent reviews as needed.
My investment philosophy focuses on creating diversified portfolios tailored to each client’s risk tolerance, time horizon, and financial goals
