Abram Ozeck is a dedicated Investment Advisor and a key member of the Investment Policy Committee at FAO Wealth, an Investment Advisory firm. As an insurance specialist since 2016 and extensive analytical experience in financial advising, Abram has developed a reputation for crafting strategic and effective financial solutions.
In his role as President and Chief Compliance Officer, Abram contributes to research-driven financial strategies tailored to clients’ long-term goals. His areas of experience include asset preservation, individual wealth management, estate preservation, Medicaid planning, key man policies, disability protection, and long-term care planning. With a strong focus on precision and customization, he ensures that each client receives a well-structured and comprehensive financial plan.
Abram is a licensed insurance agent for a broad range of financial products, including annuities, indexed, and secondary market products. Additionally, he specializes in life insurance, long-term care, disability protection, and key man insurance. By working with top-rated carriers across the United States, he provides clients with access to high-quality financial solutions.
*Insurance solutions offered through FAO Wealth Inc.
A resident of West Haven, CT, Abram is actively involved in numerous nonprofits and networking organizations such as, Board of Directors, Agency on Aging of South Central Connecticut, Board of Directors, Greater New Haven Jewish Federation (Planning and Allocation Committee), Board of Directors, Temple Beth Sholom, President, Young Jewish Professionals of New Haven, Member, Gotham Networking Group and Pulse New Haven, Volunteer, CT Special Olympics, New Haven Soup Kitchen, and New Haven Food Pantry, Recipient of the Jewish Young Leaders Award, Volunteer, Tower One/Tower East, New Haven Probus, reflecting his dedication to both professional excellence and community engagement. His strategic mindset and commitment to service makes him an integral part of FAO Wealth, where he helps clients navigate complex financial decisions with confidence and clarity.
Registrations, Licenses, Certifications & Affiliations:
- FINRA Series 65 (Uniform Investment Advisor Law Exam)
- Series 6 (Investment Company and Variable Contracts Products), and Series 63 (State Law) (inactive since 08/2025)
- State Insurance Licenses
- Partnerships Long-Term Care Accredited
- Napa 401(k) Accredited
- Member of NAIFA
Abram’s extensive financial experience, analytical skills, and dedication to community service make him a vital asset to FAO Wealth and its clients.