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Omega Investment Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Omega Investment Management operates in the financial services sector, providing retirement planning guidance that emphasizes fairness, objectivity, and a process-driven approach. Its independence enables the firm to pursue unbiased solutions tailored to each client’s needs rather than promoting a single program or provider. In addition to overseeing client assets, Omega relies on two partner firms to conduct compliance reviews and provide resources, reflecting a governance-focused, multi-firm oversight model. 

Based in Walnut Creek, California, the firm serves individual clients seeking retirement planning advice and asset oversight as a small to mid-sized advisory practice. The organization collaborates with Cooper McManus and Securities America to supplement compliance and resources, highlighting its position as an independent advisor within the broader financial services ecosystem.

Find Omega Investment Management employees' phone numbers or email addresses

Omega Investment Management Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Omega Investment Management's Leadership

  • Stylized image of a person
    C. E.
    Managing Director - Client Services (remote)
    Phone icon
    Mobile Phone

Omega Investment Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Omega Investment Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. E.
    Managing Director - Client Services (remote)
    Phone icon
    Mobile Phone
    United StatesMinnesota
    Aug 01, 2025

Frequently Asked Questions

What is Omega Investment Management known for?

Minus sign iconPlus sign iconOmega Investment Management was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 1255 Treat Boulevard Suite 300 Walnut Creek, California 94597 United States; you can contact the main corporate office by phone at
+1-925-385-****
. Explore Omega Investment Management's company overview page for more information.

What is Omega Investment Management's most common email format?

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

How many employees does Omega Investment Management have currently?

Minus sign iconPlus sign iconOmega Investment Management has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Omega Investment Management's key employees and leadership?

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As of February 2026, Omega Investment Management's key employees include:

  • Managing Director - Client Services (remote): C. E.

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