Lisa Kirchenbauer

Lisa Kirchenbauer, CFP®, CPWA®, RLP®, CeFT®, is the Founder and President of Omega Wealth Management, an independent advisory firm she launched in 1999. With a career in financial services dating back to 1985, Lisa brings decades of experience in client-centered financial planning. At Omega, she leads a team focused on serving entrepreneurs and individuals experiencing meaningful change, using a holistic, values-based approach to planning. Lisa distinguishes herself by offering a unique strategy and fee model, tailoring her services to meet the specific needs of each client. Lisa is also active in advancing the profession through education and thought leadership, helping to change the future of human-centered wealth management. Since 2004, Lisa and her firm have worked closely with SEI, not just as an investment partner, but as strategic business partners to grow and evolve our businesses together.

Arlington, VA

Contact

www.linkedin.com/in/lisaakkirchenbauer

lisa@omegawealthmanagement.com