Shalom Azar (CRD #: 7125424) is a Senior Financial Advisor and co-founder of the Fischman Azar Group, a wealth management practice based in Fort Lee, New Jersey. The group operates through Wells Fargo Advisors Financial Network, also known as Wells Fargo FiNet.
Azar works primarily with senior executives at publicly traded companies. His areas of focus include tax-efficient executive compensation strategies, trust and estate planning strategies, legacy planning and broader wealth management.
Building the Fischman Azar Group
The Fischman Azar Group traces its origins to a practice founded by Alexander “Sandy” Fischman in 2015. Fischman partnered with Azar in 2019, and Azar subsequently co-founded the Fischman Azar Group after beginning his career at Merrill Lynch.
The partnership helped develop the practice into a broader advisory team serving senior executives, families, business owners, individuals and high-net-worth clients. The team later worked at Morgan Stanley before transitioning its practice to Wells Fargo Advisors Financial Network in 2025.
The move placed the Fischman Azar Group within Wells Fargo’s independent advisory channel. It also provided a new platform from which the team could continue its focus on investment planning, wealth management and client service.
Executive Wealth Planning
Azar’s advisory work is closely connected to the financial needs of senior executives at public companies. These clients may need to consider executive compensation, concentrated stock positions, liquidity events, tax exposure, estate planning and long-term wealth transfer as parts of a wider financial strategy.
His work focuses particularly on tax-efficient strategies related to executive compensation. He also works with clients on trust and estate planning strategies, investment planning, liquidity planning, legacy planning, education planning and broader wealth management needs.
Within the Fischman Azar Group, these services form part of an investment-planning approach designed around a boutique client experience. The team works with clients on matters including concentrated stock management, retirement planning, asset and liability management, lending needs and other financial-planning considerations.
Expansion in Fort Lee
In June 2026, the Fischman Azar Group announced the addition of seven Client Associates to support the team’s continued growth and client-service model.
The new Client Associates were David Bar David, Jonathan Jacoby, Benjamin Matthew, Moshe Isaacson, Eitan Sklar, Aharon Wieden and Shalom Kadosh. Their responsibilities include supporting day-to-day client relationships and operational service.
The expansion strengthened the support structure surrounding the group’s existing client relationships. For Azar and the wider advisory team, the additional capacity supports a service model built around regular communication, administrative coordination and detailed follow-up.
The Fischman Azar Group’s wider professional team includes Alexander “Sandy” Fischman, Shalom Azar, Solomon Tobal, Tomer Mizrahi and Nicholas Iarrapino. The practice is located at 2200 Fletcher Avenue, Suite 701, Fort Lee, New Jersey.
Background Information
Shalom Azar has passed the following exams:
- Series 66 Uniform Combined State Law Examination
- SIE – Securities Industry Essentials Examination
- Series 7TO General Securities Representative Examination
He has registered with the following firms:
- Wells Fargo Advisors Financial Network (CRD #: 11025)
- Morgan Stanley (CRD #: 149777)
- Merrill Lynch, Pierce, Fenner & Smith (CRD #: 7691)
Azar began his advisory career at Merrill Lynch, where he received training in financial planning, capital markets and client service. He later partnered with Fischman and helped build the practice that became the Fischman Azar Group.
Today, Azar’s role remains centered on senior executives, executive compensation strategies, estate and legacy planning strategies and broader wealth management. His work forms part of the group’s larger effort to combine investment planning with a boutique service model for clients whose financial circumstances require ongoing and coordinated guidance.
