Omar Pereira – Founder

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Mr. Omar Pereira is Founder and Head Investor Coach at Atlantis, and he is also an Investment Adviser Representative of the firm. Mr. Pereira holds a Master in Business Administration (MBA) degree from the University of New Orleans (2011), and a Bachelor of Science degree in Electrical Engineering (1989) with a Minor in Management and another in International Relations, from Rensselaer Polytechnic Institute in Troy, NY.

An award-winning manager and entrepreneur with over 24 years of experience, Mr. Pereira started his career at General Motors, where he worked for 14 years.  During his tenure at GM, he held assignments in Engineering, Manufacturing, Purchasing, Research (Fuel Cell Technology), and Alliance Development/Strategic Planning groups, in North America, Europe and South America. As a direct result of his work, he helped GM save over US $725 million in annual purchasing expenses. He also negotiated strategic alliance agreements worth over US $250 million, purchasing contracts for future automotive systems worth over US $1.5 billion/yr, and research contracts with complex intellectual property

In July, 2001 Mr. Pereira returned to Puerto Rico due to an illness in his family. In 2002 he became an independent financial advisor representing Jefferson Pilot Financial and Jefferson Securities Corp.  In only five years he raised over $12 million of assets under management, and reached the top 3% of producers in the company within two years. His efforts earned him Jefferson Pilot Financial’s Premier Partner Award two years in a row.

In 2007 Mr. Pereira founded Atlantis Investment Coaching, LLC, a registered investment adviser, where he currently serves as its Sr. Managing Member and Head Investor Coach. Atlantis is a financial services firm that serves a selected group of high net worth clients, individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.  It focuses on coaching its clients instead of selling investment products.  As a result, clients learn how to effectively invest and manage their money prudently instead of following the industry lies that foster gambling and speculating.

As ofAugust 28, 2014, Atlantis’ clients have invested over $16.1 million in assets that are managed by Matson Money, Inc., a SEC-registered investment adviser that shares Atlantis’ investment philosophy and manages over $3 billion in assets.  You can find more information on Matson Money, Inc. at www.matsonmoney.com and www.markmatson.tv.

Additional information about Mr. Omar Pereira is available on the SEC’s website at www.adviserinfo.sec.gov. The searchable IARD/CRD number for Mr. Pereira is 4517833.

Mr. Pereira enjoys the simple pleasures of life with family and friends.  A dedicated husband and father of two, he loves teaching his kids about other cultures and languages through travels and adventures.  He is fully fluent in English and Spanish, speaks and reads Portuguese, and has knowledge of French, German and Italian.