About
Omar Chyou began his financial services career in 1996 and has spent nearly three decades advising high-net-worth individuals, families, executives, business owners, and technology professionals. Throughout his career, he has held advisory and leadership roles at Merrill Lynch, Goldman Sachs, private banking institutions, and First Western Trust.
As former Market President of First Western Trust in Denver, Omar led a multidisciplinary team delivering integrated wealth management solutions across investments, banking, financial and estate planning strategies, and insurance. This experience reinforced his belief that the best outcomes come from coordinating every aspect of a client’s financial life.
Today, Omar works with successful professionals, entrepreneurs, and multi-generational families on investment management, retirement planning, tax-efficient wealth strategies, estate planning, and wealth transfer. He also specializes in helping technology executives, employees, and early investors develop tax-efficient strategies for diversifying concentrated stock positions and creating liquidity.
Fluent in Spanish, Omar has served on several boards supporting the Hispanic community.
Outside of work, Omar enjoys sharing time with his wife and three children. Whether in Colorado or the Bay Area, they enjoy fly fishing, snowboarding, hiking, go-karting, target shooting, and exploring the outdoors. Omar is also an avid automotive enthusiast who enjoys track days and mountain drives.
Education
- BS, Economics, Stanford University
- MBA, IE Business School, Madrid, Spain
Awards
- AdvisorHub – 400 Advisors to Watch – Under $1B #206 (2026)1
Additional licenses and designations
- California Insurance License #0G98827
Awarded 6/16/26 for the period June 2026–June 2027.
Resources from Omar Chyou
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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