Lisa Kirchenbauer

CFP®, RLP®, CeFT®

www.omegawealthmanagement.com

Biography

Lisa Kirchenbauer, is President of Omega Wealth Management, in Arlington, Virginia. She has been in the financial services industry since 1985 and is a CFP®, Registered Life Planner®, and Certified Financial Transitionist®. Lisa completed her life planning training in 2004 and has been implementing financial life planning since 2005 in her practice, with a retainer and assets under management business model. She has served as a trainer and mentor for the Kinder Institute of Life Planning and has published several articles in the Journal for Financial Planning, as well as being quoted in numerous industry and consumer publications. Lisa was named “Financial Planner of the Year” in 2014 by her local Financial Planning Association chapter, and a top financial advisor in the Washington, DC area since 2014. In 2017, she authored the “The 5 Essential Skills of an Exceptional Advisor” available on Amazon.com. In 2018, Investment News named her a “Woman to Watch”. Over the last 5 years, Lisa has spoken to planners at various conferences in the U.S., India, the Netherlands, the UK, and Australia to share her passion for improving relationship & communication skills, and practice management strategies. Lisa and her team specialize in working with people in significant transition including (inheritance/major financial settlement, retirement, divorce, and sale of a business), as well as successful entrepreneurs.

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