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Omen Quelvog
Financial advisor at Formynder Wealth Management, LLC
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Verified advisor · CFP® · CRD 7852976
F
Formynder Wealth Management, LLC
Listed in People
Financial Advisor
#407
LinkedIn rank
On Advicer, by followers
LinkedIn
Updated Oct 2026
875
followers
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Contact Omen on LinkedIn
16
Tools in my stack
RightCapital
Financial Planning
Slant
Client Meeting Support, Client Data Gathering, AI Assistants/Agents +2 more
Holistiplan
Tax Planning
Microsoft 365
Email & Office Suites
MotionAI
+11 more
Calendly
Schedule Apps
DocuSign
E-Signature
AdvicePay
Advisory Fee Billing
Monarch
Cash Management/Budgeting
JumpShare
PDF XChange
Income Lab
Retirement Planning
Lastpass
Password Management
WisprFlow
CurrentClient
Client Texting
Wealthtender
Advisor Lead Gen
0
Events coming up
1
Books, pods, letters
The Fiscal Foxhole
Podcast · Host
0
Things I'm open to
