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Omen Quelvog

Marine Retiree | Fee-Only Advisor to Military and Government | Runner & Cycler

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Contact Me
Clear Insight Wealth Management Omen Quelvog
Spotsylvania Courthouse, VA

Serving Clients Nationwide

Marine Retiree | Fee-Only Advisor to Military and Government | Runner & Cycler

(571)732-9856

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Saving for College
  • Taxes

About Me

I am a financial advisor at Clear Insight Wealth Management, a wealth management firm for military families, government employees, and small business owners looking for a clear path to living their best lives.
I leverage the entire Clear Insight Wealth Management team to help clients become more comfortable and confident with their financial future, reduce their stress, and stop feeling anxiety around money. My favorite moment is when clients realize they are going to be ok and their financial stress and anxiety melts away.

In 2024, I retired from the Marine Corps after 25 years of service and began working for Clear Insight Wealth Management. I passed the Series 65 Uniform Investment Law exam in October 2023. I also passed the CFP® exam in March of 2023 and am working to complete my experience hours requirement. I am also a member of my local Financial Planning Association and the Military Financial Advisors Association. I was the first Skillbridge candidate for MFAA, interning as a paraplanner for (then) Clear Insight Financial Planning from August to December 2023.

I know the positive impact of healthy relationships and engaging in meaningful activities in my own life and the lives of my clients. For me, serving people and staying active gives me purpose and focus.

I love spending time with my wife, whether we're exploring our local city of Fredericksburg, Virginia, traveling to a new destination for a long weekend in the U.S., or heading overseas to discover a new beach. Family is an essential part of my life, and with my grown children being actors and musicians, theater and music are significant parts of my life as well. I am a musician and teach/volunteer around our local community.

In addition to the arts, I have found a love for running marathons and group ride cycling. My wife and I have used marathons as an excuse to travel to new places, such as Wrexham (before the TV series) and Liverpool in the United Kingdom.

To schedule a get-acquainted meeting, click the 'Book Intro Call' button above or email owen@myciwm.com.

Professional Designations

  • Candidate for CFP® certification

Affiliations

  • Financial Planning Association
  • Military Financial Advisors Association

Primary Location

10408 Courthouse Rd, Unit #591, Spotsylvania, VA 22553

Additional Locations

📍  905 W. Riverside Dr., Ste 201, Spokane WA 99201

📍  421 John Storm Avenue, #161, La Center, WA 98629

📍 7918 Jones Branch Dr 4th Floor, #202, Tysons, VA 22102

Meeting Options

  • Video Conference
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

To schedule a consultation, click the 'Book Intro Call' button above, call (571) 732-9856 or email omen@myciwm.com. During this meeting, we will discuss your goals, give you an opportunity to ask questions, and discuss what working together will look like. We'll finish the meeting by discussing the types of services you would benefit from. I look forward to speaking with you!

Offers Investment Management

Yes

About our Firm

Each of the partners of Clear Insight Wealth Management started out as a female solopreneur delivering exceptional financial services. They met and united their knowledge and experience into a powerhouse focused on the unique financial needs of business owners, military families, and government employees.
Clear Insight Wealth Management is a women-owned, comprehensive wealth management firm with strong roots in military life and government service. Our clients are quietly extraordinary, focused on service, running great businesses, and daring to lead great lives. We offer integrated services ranging from business planning strategies to becoming work optional to optimizing taxes.
Our approach is tailored to each client’s unique needs. We believe in balance: living, spending, saving, and investing confidently. Whether you are considering retirement, a career change, or simply want to live your best life now, we’ll help you create a plan that is true to you.
Our commitment to you goes beyond advising. We strategize, clarify, and deliver ongoing financial planning that serves as an action-oriented roadmap for our clients. With decades of experience, we are adept at connecting the dots for clients and asking meaningful questions, so clients fully understand every part of the wealth-building and happiness equation.
Clear Insight Wealth Management uses a collaborative process with our clients. We help clients navigate the complicated emotions and circumstances associated with money to reach goals, care for loved ones, and take joy in the life they’ve built. We have helped countless families build their financial freedom and can help you do the same.


We understand everyone’s ideal life is different. If your vision includes:

- Planning for Retirement
- Transitioning Out of Military Life
- Making A Career Change
- Being Financially Independent
- Buying Your First or Second Home
- Growing a Business
- Planning for Needs of a Special Needs Child

Reach out today to learn more or to schedule a get-acquainted meeting at myciwm.com.

Education

Bachelor of Arts (Cum Laude), Auburn University | Masters, Marine Corps University | Boston Institute of Finance

Hobbies and Interests

  • Beach
  • Cycling
  • Family
  • Gardening
  • Hiking
  • Music
  • Running
  • Theater
  • Traveling
  • Volunteering

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Government Employees
  • Military
  • Special Needs

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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