Omar Khan

Financial Planner
Omar@Stonewaterplanning.com

My name is Omar Khan, and I was born and raised in the Metro Detroit area of Michigan. I am a seasoned financial planner with extensive experience gained through both prosperous and challenging times. I have a deep understanding of the financial landscape and a proven track record of helping clients navigate complex financial situations.

I earned my Bachelor of Science degree from Wayne State University in Detroit and my Master’s from Loyola University Chicago Quinlan School of Business. Before transitioning to the financial industry, I spent several years at Ford Motor Company, where I received several accolades, including Dealership Rep of the Year and Ford Motor Company Top Achiever. After leaving Ford, I dedicated myself to providing sound financial advice.

Specializing in investment planning, retirement strategies, tax optimization, and wealth management, I combine a thorough understanding of market dynamics with a client-centered approach. I am committed to creating customized financial plans that align with my clients' long-term goals and aspirations.

Growing up in Michigan, I developed a strong sense of community and a deep appreciation for the values of hard work and perseverance. These principles continue to guide my approach to financial advising, ensuring that each client receives personalized and thoughtful guidance. A significant part of my professional and personal journey was shaped during the 2008-2009 recession, a period that tested the resilience and adaptability of financial strategies. Michigan was hit particularly hard by the Great Recession, leaving many families in a state of financial insecurity.

My wife, Beenish, and I recently got married, and we reside in Celina, TX. Outside of my professional life, I enjoy swimming, going to Orangetheory Fitness, and watching Detroit sports, particularly the Detroit Red Wings and Detroit Lions.