Omar Huicochea
Client Support Specialist @Fidelity Investments
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WORK HISTORY
Client Support Specialist @Fidelity Investments
EDUCATION
University of Michigan
Bachelor of Arts - BA
ABOUT OMAR HUICOCHEA
Retirement Income Planning | 401(k) & 403(b) Rollovers | Legacy, Final Expense & LTC Strategies Omar Huicochea specializes in guiding individuals in the pre-retirement stage—typically age 55 and older—through the critical financial decisions that can help lead to a confident and secure retirement. From rolling over 401(k) plans and designing tax-efficient income strategies to addressing long-term care and legacy planning, Omar helps his clients navigate retirement with clarity and purpose. Those interested in learning more can schedule a complimentary 15-minute Retirement Readiness Call here: calendly.com/ohuicochea/introduction A note from Omar: I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. 200 S 1st St Ann Arbor, MI 48••••••••78
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