Lisa Kirchenbauer

Lisa Kirchenbauer has been a CERTIFIED FINANCIAL PLANNER™ professional since 1991 and been part of the financial services profession for 30 years. Lisa began as a registered sales assistant with E.F. Hutton, has served as trader on a trading desk, as well as holding various corporate positions over the years. Lisa founded her firm in 1999, and Omega Wealth Management, LLC became an independent firm in 2004. In 2005, Lisa became a REGISTERED LIFE PLANNER® through the Kinder Institute of Life Planning and has also served as a senior trainer and mentorship leader for them. She has recently gained her Certified Financial Transitionist™ designation through Sudden Money Institute and is a long-time participant in the Strategic Coach program. As part of her coaching and client work, Lisa became a Kolbe Certified Consultant™, and uses that assessment to guide her in client communications, team building & business strategy, as well as bringing this expertise to other financial planning firms & businesses. Lisa was named the 2014 Financial Planner of the Year by the Financial Planning Association- National Capital Area Chapter. She was named to the 2014 & 2016 “Washingtonian” magazine’s Top Wealth Advisors List and also made the 2015 “Northern Virginia” magazine’s Top Financial Professionals.

Lisa is a member of the FPA National Capital Area chapter as well as a member of NAPFA. In 2011-2012, Lisa also served as part of the FPA Retreat Task Force. In 2014, she debuted her “5 Essential Skills of an Exceptional Planner” presentation at FPA BE (FPA’s national conference), and has travelled to Mumbai, India, the Netherlands and several chapters in the United States to give that presentation. Lisa graduated from Stanford University with honors in International Relations and is an actively involved Suzuki music parent, skier and hiker. Lisa resides in Arlington, Virginia with her husband and three sons and plays classical percussion in her husband’s community concert band.