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Ceft Kathy Frakes
Director Of Financial Planning And Lead Advisor at Omega Wealth Management
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Work Experience
Sep 2016 - Present · 8 years and 4 months
Director Of Financial Planning And Lead Advisor
Sep 2019 - Present · 5 years and 4 months
Associate Financial Advisor
Sep 2016 - Sep 2019 · 3 years
Paraplanner
Oct 2014 - Aug 2016 · 1 years and 10 months
Company Details
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 1999.
Year Founded
1999
Social Media
Linkedin
Industry
Financial Services
HQ Location
200 N. Glebe Road 730 Arlington, VA 22203, US
Keywords
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