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
- ESOPs
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
Peter E. Preovolos Earns Accredited Investment Fiduciary Designation from Fi360
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.
What’s the Buzz?
Whether it’s information about new products, people or processes, you can read about it on our News/Press page. Our library of news articles, press releases, announcements and more will keep you up to date on the latest happenings at Alpha & Omega.
Benefit plan design and implementation requires specialized knowledge in many areas. Browse our credentials to review the many Alpha & Omega education and credential designations held by our expert advisors.
