Omega Investment Management Employee Directory

Q: What is Omega Investment Management known for?

Omega Investment Management was founded in 2009. Omega Investment Management operates in the Financial Services industry.

Q: How many employees does Omega Investment Management have currently?

Omega Investment Management has approximately 11 employees.

Financial ServicesCalifornia, United States11-50 Employees

OMEGA Investment Management offers fair and objective retirement planning counsel to clients. OMEGA is dedicated to providing comprehensive services with unbiased solutions in a simple, process-oriented approach.  Because we are independent, we are not beholden to any singular program or provider.  Our job is simply to find the best solutions for you. We pride ourselves on our integrity, experience, and industry knowledge.

We offer not only oversight of client assets by OMEGA personnel but two additional firms provide compliance review and resources:

Cooper McManus: Assets under administration of nearly $360 million.  More than 65 advisors and employees.
Securities America: Assets under management of nearly $55 billion.  More than 2,100 advisors and employees.




Cooper McManus is a SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc.  A Registered Broker/Dealer. Member FINRA/SIPC. (www.finra.org)  
 SIPC  (www.sipc.org)    Kathy Steinbrecher, Representative.      Cooper McManus, Omega Investment Management and Securities America are not affiliated.  California Insurance License # 0G03380
Licenses:  7, 63, 66
Securities Licensed in:  CA, NJ

Find Omega Investment Management employees' phone numbers or email addresses

Omega Investment Management Global Highlights

North America
2

United States Of America
2

Omega Investment Management's Leadership

C. E.
Managing Director - Client Services (remote)
Mobile Phone
Email

Omega Investment Management Employee Metrics

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Contact profiles from Omega Investment Management

Name

Title

Contact Info

Location

Last Update

C. E.
Managing Director - Client Services (remote)
Mobile Phone
Email
United StatesMinnesota
Aug 01, 2025

Frequently Asked Questions

What is Omega Investment Management known for?

Omega 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?

Omega 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?

Omega 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?

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

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

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