Locations
4501 Fairfax Drive , Suite 602, Arlington, VA, 22203 Get Directions
Specialties
- Financial Planner
About
Omega works with successful multi-generational families to navigate the human and financial complexity of wealth. Through a very personalized approach, we are able to help provide expert coordination of advice across areas such as tax, estate and insurance planning in addition to leveraging a global wealth management platform. With our unique fee model, we are able to support families in transition with less traditional wealth management needs.
Association Certifications
Financial Planning Association
National Association of Personal Financial Advisors
Investments & Wealth Institute
DC Estate Planning Council
Credentials
CFP®-Certified Financial Planner
CPWA®-Certified Private Wealth Advisor
RLP®-Registered Life Planner
CeFT®-Certified Financial Transitionist
Specialization
Multigenerational family wealth planning
Concentrated and illiquid wealth
Financial transition management (business sales, inheritance, significant liquidity events)
Family legacy planning
Honors & Awards
Financial Planning Association of the National Capital Area, Planner of the Year, 2014
Washingtonian Top Money Advisers, 2014, 2016, 2018-2024
Northern Virginia Magazine Top Financial Professional, 2019-2024
Education
Stanford University, B.A. with Honors in International Relations
Additional Information
$3M assets
