Jane DeLashmutt O'Mara (CFP®)
Jane DeLashmutt O'Mara focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Jane enjoys working with retirees, professionals nearing retirement, as well as individuals and families in various life stages. In particular, Jane enjoys getting to personally know each of her clients, which she believes enhances her ability to anticipate and respond to their financial needs.
A Certified Financial Planner™ professional, Jane is a graduate of St. Mary’s College of Maryland where she studied French and sailed on the varsity sailing team. During her time at St. Mary's, Jane led her team to a national championship victory and was named an All-American.
Jane also holds a master's degree in urban planning from New York University, where she specialized in commercial real estate finance. Prior to joining FBB Capital Partners, Jane worked in commercial banking and commercial real estate finance in Manhattan.
A lifelong sailor and native of the Bay, Jane brings a passion for the water and her community. She currently serves on the Board of Directors for the Chesapeake BaySavers Foundation. A resident of Oxford, MD, Jane enjoys sailing, golfing, and spending time on the water with her growing family.
NAPFA Start Date
November 21, 2014