Member Login

OMAR CHATHA

Morgan Stanley

As a Certified Exit Planning Advisor (CEPA®), Omar Chatha is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

{custom_meta_description=Omar Chatha - CEPA, CIMA - Morgan Stanley - Pittsburgh, Pennsylvania, city=Pittsburgh, display_country=United States, hs_object_source_label=IMPORT, url_slug=omar-chatha, lname=Chatha, designations=[CEPA, CIMA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202021/CHATHA-%20OMAR-%20CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-NOVEMBER-2021.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394751, cohortium_profile_title=Omar Chatha | Wealth Manager at Morgan Stanley | CEPA Connect Member, state=Pennsylvania, hs_was_imported=true, id=2835543904, designations__text_=CEPA, CIMA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Omar Chatha, email=omar.chatha@morganstanley.com, cohortium_meta_description=Connect with Omar Chatha, a specialized Wealth Manager working with Morgan Stanley based in Pennsylvania. Credentials include: CEPA, CIMA., associated_contact_record_id=7154951, website=https://www.morganstanley.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202021/3361_Chatha_CEPA-Certificate-2021-Nov.pdf, is_editable=editable, url_slug_2=omar-chatha, impersonate_user_url=https://exit-planning-institute.org/member-detail/omar-chatha?impersonation=true, full_name=Omar Chatha, hs_lastmodifieddate=1764932288408, phone=+14128032123, company_name=Morgan Stanley, name=Omar, hs_object_id=2835543904, associated_resources=0, hs_object_source=IMPORT, postal_code=15222, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=61653037}
  • Advisor Type: Wealth Manager
  • Website:
    https://www.morganstanley.com/
  • Phone: +14128032123
  • City: Pittsburgh
  • State: Pennsylvania
  • Postal Code: 15222
  • Country: United States
  • Designations: CEPA, CIMA
  • Markets Served:
  • Company Name: Morgan Stanley