Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® Email & Phone Number
@omegawealthmanagement.com
1 phone found area 703
LinkedIn matched
Who is Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft®? Overview
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Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® is listed as Founder & Pres. of Omega Wealth Management, LLC /Helping successful entrepreneurial & executive families thoughtfully navigate family legacy transitions. at Omega Wealth Management, a company with 14 employees, based in Arlington, Virginia, United States. AeroLeads shows a work email signal at omegawealthmanagement.com, phone signal with area code 703, and a matched LinkedIn profile for Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft®.
Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® previously worked as Founder & President at Omega Wealth Management and President at Omega Wealth Management. Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® holds Ba With Honors, International Relations from Stanford University.
Email format at Omega Wealth Management
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AeroLeads found 1 current-domain work email signal for Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft®. Compare company email patterns before reaching out.
About Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft®
1985 grad with honors in International Relations from Stanford University.In the financial services industry since 1985.Owner of a fee-only financial life planning and wealth management firm specializing in early affluence and sudden wealth (also known as 1st generation wealth.)One of the few Registered Life Planners through the Kinder Institute in the country. I am now one of their trainers/mentors helping other advisors become Registered Life Planners. As a Sudden Money Institute advisor, I have been trained to effectively understand and address the complex transition issues that many people face during their lives, and especially those who have a "sudden wealth" event. Omega Wealth Management takes a comprehensive and deep approach to financial planning by first understanding the client's deepest needs and desires, and building a plan around that. We provide full wealth management services as part of a long-term engagement with our firm, including traditional financial planning and investment management.I have three school age boys, all musicians. My husband is approaching retirement as the former Director of Bands at McLean High School. We reside in Arlington, VA and enjoy skiing, hiking, gourmet cooking and snorkeling when we can!Specialties: Wealth management to early affluent and suddenly wealthy individuals including high tech professionals, attorneys, and business owners as well as inheritors.Traditional financial planning.Financial Life Planning & Money coaching/education.Investment management through Schwab Institutional & SEI Investments.
Listed skills include Retirement Planning, Wealth Management, Attorneys, Investment Advisory, and 1 others.
Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft®'s current company
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Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® work experience
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President
Current
Financial Transitionist (Tm)
CurrentColleagues at Omega Wealth Management
Other employees you can reach at omegawealthmanagement.com. View company contacts for 14 employees →
Kelly R.
Colleague at Omega Wealth Management
Arlington, Virginia, United States, United States
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RB
Rachel Braddock
Colleague at Omega Wealth Management
Washington DC-Baltimore Area, United States
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KY
Kanhaiya Yadav
Colleague at Omega Wealth Management
Kolkata, West Bengal, India, India
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DG
Davis Gardner, Cfp®, Ceft®, Rlp®
Colleague at Omega Wealth Management
Arlington, Virginia, United States, United States
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CS
Corey Shepherd
Colleague at Omega Wealth Management
Washington DC-Baltimore Area, United States
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EO
Evelyn Ovando-Flores
Colleague at Omega Wealth Management
Washington DC-Baltimore Area, United States
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KV
Krishnakumar V
Colleague at Omega Wealth Management
United Arab Emirates, United Arab Emirates
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KV
Krishnakumar V
Colleague at Omega Wealth Management
Dubai, United Arab Emirates, United Arab Emirates
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Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® education
Frequently asked questions about Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft®
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What company does Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® work for?
Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® works for Omega Wealth Management.
What is Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft®'s role at Omega Wealth Management?
Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® is listed as Founder & Pres. of Omega Wealth Management, LLC /Helping successful entrepreneurial & executive families thoughtfully navigate family legacy transitions. at Omega Wealth Management.
What is Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft®'s email address?
AeroLeads has found 1 work email signal at @omegawealthmanagement.com for Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® at Omega Wealth Management.
What is Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 703 for Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® at Omega Wealth Management.
Where is Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® based?
Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® is based in Arlington, Virginia, United States while working with Omega Wealth Management.
What companies has Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® worked for?
Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® has worked for Omega Wealth Management and Sudden Money Institute.
Who are Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft®'s colleagues at Omega Wealth Management?
Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft®'s colleagues at Omega Wealth Management include Kelly R., Rachel Braddock, Kanhaiya Yadav, Davis Gardner, Cfp®, Ceft®, Rlp®, and Corey Shepherd.
How can I contact Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft®?
You can use AeroLeads to view verified contact signals for Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® at Omega Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® attend?
Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® holds Ba With Honors, International Relations from Stanford University.
What skills is Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® known for?
Lisa A.K. Kirchenbauer, Cfp®, Rlp®, Ceft® is listed with skills including Retirement Planning, Wealth Management, Attorneys, Investment Advisory, and Retirement.
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