ABOUT
Senior Financial Advisor
Shalom Azar is a Senior Financial Advisor with the Fischman Azar Group at Wells Fargo Advisors Financial Network in Hackensack, NJ. Formerly at Morgan Stanley, he moved the practice to FiNet in July 2025; the team has been recognized on Forbes’ 2025 Best-in-State Wealth Management Teams list.
SKILLS
Areas of Expertise
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Comprehensive wealth management for families and business owners
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Goals-based financial planning (retirement income, education, liquidity planning)
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Portfolio construction and manager selection; risk management and rebalancing
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Tax-aware investing in coordination with clients’ tax professionals
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Multi-generational wealth strategies and beneficiary coordination
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Client service model with structured reviews and ongoing communications
Senior Financial Advisor
July 2025 - Present
Fischman Azar Group |
Wells Fargo Financial Network
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Advises households and entrepreneurs on planning, investment policy, and risk; co-leads the team’s move to FiNet.
Financial Advisor
June 2014 – December 2017
Morgan Stanley
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Planning-led advisory and portfolio oversight; team featured on Forbes 2025 Best-in-State Wealth Management Teams.
WORK EXPERIENCE
EDUCATION
Yeshiva University
CERTIFICATIONS
Certified ScrumMaster (CSM)
AWS Certified Solutions Architect– Associate
Oracle Certified Professional,
Java SE 8 Programmer
PROJECTS
LET'S TALK
411 Hackensack Avenue, Suite 200
Hackensack, NJ 07601
Local Phone: (551) 354-7545