Alex Steinbrecher

Financial Associate @Omega Investment Management

San Francisco, CA, US
MOBILE NUMBERS
+19•••••••24

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WORK HISTORY

Dec 2022 — Present

Financial Associate @Omega Investment Management

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Expertise in 529 plan management and administration. • Skilled in financial analysis, investment management, retirement planning, risk management, and client relationship management. • Proficient in marketing and website design, leveraging these skills to create compelling content that engages and informs clients and prospects. • Passionate about staying up-to-date on the latest industry trends and best practices, and constantly looking for ways to improve skills and add greater value to clients. Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Cambridge and Omega Investment Management are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

ABOUT ALEX STEINBRECHER

As retirement approaches, we’re faced with a lot of questions: How much longer will I…

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