Founded in 1975, Alpha & Omega (A&O) is the premier regional benefit consulting and investment advisory firm headquartered in La Mesa, CA. We provide a wide range of employee benefit and investment advisory services to individuals and businesses, while offering highly personalized service and innovative approaches to employee benefits administration.
- 401(k) Plans
- Cash balance plans
- Pension and profit-sharing plans
- Executive compensation programs
- Health and welfare plans
- Cafeteria plans
We believe in doing the right thing for our clients, which means putting your interests first. Our approach to investing and our client relationships are guided by five key values:
Approach to Investing
With more than 180 combined years of experience in employee benefits administration, A&O’s team of experts have the experience, knowledge and expertise to design and administer benefit programs that meet your needs.
NEWS / PRESS
San Diego, California 08/16/2019 – Peter E. Preovolos of Alpha & Omega Financial Management Consultants has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360.