Ozobiara Umeh

Ozobiara Umeh is an Associate at Forum Financial Management, LP, based in San Francisco, CA, where he joined the firm in 2023. In his current role, he focuses on providing comprehensive client service and support, including financial planning, investment strategy assessment, risk management, and the implementation of tailored portfolio solutions to meet clients’ unique goals and preferences.

Ozo’s investment expertise spans retirement planning, estate strategy, tax-efficient portfolio construction, and educational funding, with a focus on coordinating both qualified and non-qualified assets for maximum efficiency. His previous experience includes serving as a Personal Line of Credit Specialist at First Republic Bank, where he developed skills in financial analysis, underwriting, and relationship management, as well as prior roles at Loyal3 Securities and Berkshire Hathaway.

He holds a Bachelor of Science in Business Management from the University of San Francisco and has completed additional coursework in Biology at California State University-Channel Islands, along with professional studies in the CFP Program at the University of California, Berkeley. Ozobiara is also active in non-profit work and serves on the Board of Directors of the San Francisco City Football Club, reflecting a commitment to leadership and community impact alongside his financial services career.