ABOUT ZUWA FINANCIAL


Zuwa means: “Chosen to provide wealth and prosperity.” At Zuwa Financial, we believe that you have been chosen for prosperity, and we want to provide you with the tools and guidance you need to achieve wealth and success.

 

Our mission is to empower our clients and help them to reach financial goals. We’ve built our financial planning practice on four unique pillars:

1. Discipline
2. Direction
3. Education
4. Expertise

 

As a fee-only financial planning and investment management firm, we help our clients set short and long-term goals, create a plan of action, understand their financial options, overcome negative money mindsets, and implement their financial plan.



Fiduciary


By de-coupling sound financial advice from product sales, we work on what is most important , without potential conflict of interest, or undue focus on different financial products.


Fee-Only


We do not sell anything nor work on commissions.  Our clients can rest assured knowing that our recommendations are independent, and suitable for each client’s needs.


Virtual


Our customized plans and advice are designed to help clients grow, protect and conserve wealth, with unprecedented level of service and without geographical limitations.


Independent


Being Independent means we work directly for our clients, as opposed to a large institution. This allows us the flexibility to consider all possible solutions for your unique situation.

WHO WE SERVE


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Professionals

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Growing Families

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Business Owners

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Financial Wellness Program



Meet Richard


Member of:


Hi, I’m Richard Osazuwa Omobogie, CFP®, CRPC, and I’m the fee-only financial planner behind Zuwa Financial LLC. I believe that everyone deserves financial prosperity – and that I can help people get there through sound financial guidance, direction, education, and expertise.
My clients are busy individuals. They’re physicians, attorneys, IT consultants, pharmacists, small business owners, active members of their communities, and involved family members. They often don’t feel they have the time, energy, or the tools necessary to find financial success and set valuable financial goals.
I’m honored and privileged to work with people to move past these barriers. I’ve worked with everyone from young individuals wanting to start their financial lives on the right foot, to families looking to grow their wealth beyond their lifetime to set future generations up for success. 
It’s no secret that financial planning and investment management can spark complex conversations. However, I believe that the process doesn’t have to be intimidating or overwhelming. Everyone should have access to the education and financial guidance they need to prosper.
My work is my passion, and I love working with people on goal-setting and motivation that goes beyond their personal finances or investments.
On a Personal Note
Although I work with clients from every corner of the country, I’m located in the Dallas/Fort Worth area. I love my city and regularly engage with my religious community in worship. You can also find me reading a book, playing a game of badminton, and working out at my local gym.

FREQUENTLY ASKED QUESTIONS


Financial success is a matter of choice, NOT chance. 

Engage a dedicated financial professional to make informed choices


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