Lisa Kirchenbauer
6 Podcast Episodes
The Missing Piece in Financial Planning with Lisa Kirchenbauer
The Missing Piece in Financial Planning with Lisa Kirchenbauer
On this episode of Shaping Change, Ross talks with Lisa Kirchenbauer, Founder & President of Omega Wealth Management... Read more
18 May 2022
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27mins
Ep #09: Integrating Life Planning and New Planners into Your Firm with Jared Jones and Lisa Kirchenbauer
Ep #09: Integrating Life Planning and New Planners into Your Firm with Jared Jones and Lisa Kirchenbauer
Today we have two special guests from Omega Wealth Management: Lisa Kirchenbauer, Founder and President, as well as Jare... Read more
13 Nov 2020
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53mins
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Lisa Kirchenbauer, Founder and President, Omega Wealth Management and Raef Lee, Managing Director, SEI
Lisa Kirchenbauer, Founder and President, Omega Wealth Management and Raef Lee, Managing Director, SEI
Collaboration in the industry is absolutely critical in order to increase the number of females who join — and stay in —... Read more
24 Sep 2020
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28mins
Lisa Kirchenbauer, Founder and President, Omega Wealth Management and Raef Lee, Managing Director, SEI
Lisa Kirchenbauer, Founder and President, Omega Wealth Management and Raef Lee, Managing Director, SEI
Collaboration in the industry is absolutely critical in order to increase the number of females who join — and stay in —... Read more
24 Sep 2020
•
28mins
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Lisa Kirchenbauer on attracting and deepening relationships through financial life planning
Lisa Kirchenbauer on attracting and deepening relationships through financial life planning
Lisa Kirchenbauer, CFP®, is the Founder of Omega Wealth management and has been in the financial services for 30 years. ... Read more
9 Aug 2019
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36mins
Ep 108: How To Take A Sabbatical Even When Your Clients Depend Primarily On You with Lisa Kirchenbauer
Ep 108: How To Take A Sabbatical Even When Your Clients Depend Primarily On You with Lisa Kirchenbauer
My guest today is Lisa Kirchenbauer, founder and president of Omega Wealth Management. Lisa’s firm oversees more than $1... Read more
22 Jan 2019
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1hr 46mins
