Omega Wealth Management
Everyone wants their vision to be their reality. We seek happiness, balance, and meaning. We want to live our passions and leave the world with no regrets. To achieve this utopia, simple financial management isn’t enough. We are an independent, fee-only fiduciary life/wealth advisor. Our innovative, holistic approach to financial planning aligns your deepest values with your most ambitious financial goals. The result is a meaningful and comprehensive plan which helps you create a life of dreams fulfilled; the life you’ve always wanted to live. Omega Wealth Management was founded by Lisa A.K. Kirchenbauer, a pioneer in the financial life planning and financial transition industry. We have been helping our clients to discover their true strengths since
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Verified contacts
12
available on Kipplo
LinkedIn employees
15
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
100
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- AM
Andrew Mehari
() · Other
EmailPhone - DG
Davis Gardner
Lead Advisor · General Business & Management
EmailPhone - RB
Rachel Braddock
Financial Services Office Manager · Operations
EmailPhone - EO
Evelyn Ovando-Flores
Client Service Specialist · Customer/Client Service
EmailPhone - JJ
Jared Jones
Senior Advisor · General Business & Management
EmailPhone - LA
Lisa A. K. Kirchenbauer
Founder & President · General Business & Management
EmailPhone
Showing 6 of 12 verified contacts
Top roles at Omega Wealth Management
10 distinct titles indexed · top 10 shown.
- 3wealth manager
- 1()
- 1client service specialist
- 1financial services office manager
- 1founder & president
- 1lead advisor
- 1manager
- 1sales and marketing specialist
- 1senior advisor
- 1senior wealth manager
Sign up to unlock all 12 contacts at Omega Wealth Management
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