Terms of Use

Alpha & Omega Financial Management Consultants (Firm) is a Federally-registered investment adviser located in La Mesa, California.

Alpha & Omega Financial Management Consultants renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. The Firm’s website is provided to you without charge as a convenience and for your information only. By merely providing access to the Firm’s website content, the Firm does not warrant or represent that:

  • The content is accurate or complete;
  • The content is up-to-date or current;
  • The Firm has a duty to update any content;
  • The content is free from technical inaccuracies or typographical errors;
  • The content is free from changes caused by a third party; and
  • Your access to this website will be free from interruptions, errors, computer viruses, or other harmful components.

Alpha & Omega Financial Management Consultants does not assume any liability for these matters. In other words, you use this website at your own risk. Under no circumstances, including but not limited to negligence, shall the Firm be liable for any direct or indirect, special, incidental or consequential damages. This includes loss of data or profit arising out of the use or the inability to use the content of this website, even if one of the Firm’s representatives has been advised of the possibility of your damages. Some jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages. In such jurisdiction, our liability is limited to the greatest extent permitted by law.

This website provides general information about Alpha & Omega Financial Management Consultants and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the Firm and our investment philosophy, and to provide a means for you to contact us for further information.

Alpha & Omega Financial Management Consultants provides customized investment recommendations only within the context of our contractual agreements with our clients, and only after a comprehensive review of the client’s situation.

For further information about the Firm, please consult the Firm’s current brochure (Part 2A of Form ADV: Firm Brochure), which discusses Alpha & Omega Financial Management Consultant’s business operations, services, and fees. The brochure is available upon written request.

The material on this website is based on information generally available in the marketplace and is believed to be reliable and authoritative; however, it is not guaranteed as to its accuracy and does not constitute sufficient information to be the basis for sound investment decisions. The information is of a general nature and should not be applied indiscriminately to particular situations wherein it may not be completely applicable.

Any links on the Alpha & Omega Financial Management Consultants website to other websites are not intended as referrals or endorsements but are merely provided to the users of the Firm’s website for convenience and informational purposes. Alpha & Omega Financial Management Consultants does not endorse the content of such websites nor the products, services or other items offered through such websites. Some pages within this website are password-protected. Access to these areas is restricted to authorized users only. The user in password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.

All website pages are intellectual property of Alpha & Omega Financial Management Consultants and are protected by copyright laws. All copyrights for Alpha & Omega Financial Management Consultant’s website presence are owned by Alpha & Omega Financial Management Consultants with all rights reserved.

Contact A&O:

8580 La Mesa Blvd. Suite #100
La Mesa, CA 91942

Phone: 619.462.7812
Email: info@aobenefits.com

*Last updated January 2020

A&O icon

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!

Pin It on Pinterest

Share This