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Omega Financial Group, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Omega Financial Group, LLC operates in the financial services sector, offering specialized services to businesses, non-profits, and high-net-worth families from around the globe. The firm emphasizes a holistic approach to financial planning, drawing on diverse professional skills, academic backgrounds, and a global network to help clients assemble the elements of their master plan for efficient and effective outcomes.

Based in Santa Barbara, California, the company positions itself as serving a select client base with integrated financial guidance. In addition to its core advisory work, Omega Financial Group announced a recent development: the launch of Argos AlphaEsg Index, signaling an expansion into sustainable investing. The firm operates with a small professional team and highlights a global reach through its client and advisor network.

Find Omega Financial Group, LLC employees' phone numbers or email addresses

Omega Financial Group, LLC Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Omega Financial Group, LLC's Leadership

  • Stylized image of a person
    L. L.
    Chief Business Officer
    Mobile Phone
  • Stylized image of a person
    J. F.
    Managing Director
    Mobile Phone
  • Stylized image of a person
    N. W.
    Operations Manager
    Mobile Phone

Omega Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Omega Financial Group, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    L. L.
    Chief Business Officer
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    J. F.
    Managing Director
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    N. W.
    Operations Manager
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Omega Financial Group, LLC known for?

Minus sign iconPlus sign iconOmega Financial Group, LLC was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-805-560-****
. Explore Omega Financial Group, LLC's company overview page for more information.

What is Omega Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconOmega Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Omega Financial Group, LLC email formats with LeadIQ.

How many employees does Omega Financial Group, LLC have currently?

Minus sign iconPlus sign iconOmega Financial Group, LLC has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Omega Financial Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Omega Financial Group, LLC's key employees include:

  • Chief Business Officer: L. L.
  • Managing Director: J. F.
  • Operations Manager: N. W.

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