• Skip to main content
  • Skip to footer
Saki Kurose, CFP®, CSLP®
Associate Financial Advisor
Saki Kurose, CFP®, CSLP®

I hold a bachelor’s degree from Rice University, a Master of Music degree from Cleveland State University, and a Certificate in Financial Planning from Boston University. I obtained the CFP® Certification in 2022 and am also a Certified Student Loan Professional®.

I have given presentations to groups financial professionals as a top expert on student loan planning and is a contributor for Kiplinger.

On a Lighter Note:

Why I work for Omega?  I am passionate about helping clients gain clarity and achieve financial success by creating a financial plan that aligns with their values and goals. I believe that Omega’s comprehensive Financial Life Planning approach helps create a unique financial plan for each client that integrates values, vision, and wealth.

What I do here at Omega: As an Associate Financial Advisor, I review and prepare meeting materials, help coordinate client advice with other professionals, and create financial life plans.

Results from Kolbe & StrengthsFinder:
Kolbe: 8815
StrengthsFinder: Learner, Achiever, Discipline, Analytical, Harmony

Personal Interests & Passions: While away from the office, I like to cook and enjoy great food and wine!

Fun Fact: I was a professional violinist before I was a financial planner. I still enjoy performing in symphony orchestras.

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Reject
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT
  • This field is for validation purposes and should be left unchanged.