Shalom Azar
Senior Financial Advisor
https://fa.wellsfargoadvisors.com/fischman-azar/
Skills
Goals-based financial planning (retirement income, education, liquidity)
Portfolio construction, manager selection, risk management, rebalancing
Tax-aware investing in coordination with outside CPAs
Multigenerational/estate coordination and beneficiary planning
Client service processes, structured reviews, ongoing communications
Summary
Senior Financial Advisor serving families and business owners with comprehensive wealth management. Experience across wirehouse and independent platforms, team-based delivery, and recognized industry rankings.
Work Experience
Senior Financial Advisor — Wells Fargo Advisors Financial Network — Fischman Azar Group (Jul 2025-present)
Advise households and entrepreneurs on planning, investment policy, and risk.
Help lead transition of the practice from a wirehouse to FiNet while maintaining client service continuity.
Financial Advisor — Morgan Stanley (2021–2025)
Delivered planning-led advice with discretionary portfolio oversight.
Recognized as Forbes 2025 Best-in-State Wealth Management Teams (then at Morgan Stanley).
Financial Advisor Development Program — Merrill (Bank of America) (2019–2021)
Trained across planning, capital markets, and client servicing; supported senior advisors.
Education
Yeshiva University
Recognitions
Forbes 2025 Best-in-State Wealth Management Teams
Registrations & Affiliations
Registered Representative/Advisor with Wells Fargo Advisors Financial Network (FiNet)