Omega Financial Group

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 7:30 am - 3:30 pm

(805) 617-4363Call Visit WebsiteVisit Website Map & DirectionsDirections812 Anacapa StSanta Barbara, CA 93101 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	7:30 am - 3:30 pm

Places Near Santa Barbara with Investment Advisory Service

Summerland (9 miles)
Goleta (12 miles)

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Extra Phones

TollFree: (877) 617-4363

Neighborhoods

Santa Barbara Downtown, Downtown Santa Barbara

Other Links

https://www.omegafingroup.com/contact

http://omegafingroup.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds, Retirement Planning Services

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Details

Phone: (805) 617-4363

Address: 812 Anacapa St, Santa Barbara, CA 93101

Website: https://www.omegafingroup.com/contact

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Omega Financial Group

Investment Management
As Omega became independently registered as an RIA in 2012, Bryan continues his work with private clients as Senior Investment Advisor and the Director of the office. Bryan seeks to provide unsurpassed investment planning services to the clients of the team.
Mutual Funds
Paul manages private client, managed account and mutual fund relationships. His business background includes owning and operating both a retail/wholesale business and a commercial fishing business.
Wealth Management
Omega Financial Group is committed to providing our clients with high quality care through sophisticated, holistic financial consulting and wealth management services.

Financial Planning
I also tested ChatGPT to write some programming code for a Monte Carlo simulation: rather than only using off the shelf Monte Carlo financial planning software at Omega, we often encounter a more complicated situation that benefits from custom programming that we do in academia. ChatGPT very quickly provided me a lot of code. However, there were some critical errors that didn’t allow it to work correctly. I was able to fix those since I’m familiar with the language. And to be fair the programming language (STATA) I tasked it with is not as common as others such as Python that have voluminous publicly available code samples and advice on the internet. In its current form, I’ve determined that ChatGPT does not materially improve my productivity in programming custom Monte Carlo simulations. Nonetheless, I think it is likely that can change in the future. And it certainly saves some time for programmers using more commonly used languages. As one Omega client, who is also an IT expert, shared with me additional AI benefits can include creating reports more quickly, speeding up website updates, and generating interview questions, to name just a few. Of course, as our client also pointed out, just as AI can help good people do more good, it can also help bad people be more productive in doing more bad: AI can be used to more readily impersonate other people, write phishing emails, and create malicious code. AI can also provide biased results and violate copyright law, based on what it is trained on.
Retirement Planning
In 1999 he began his career in financial services, working with private clients at Morgan Stanley Dean Witter, successfully completing their comprehensive training program at the World Trade Center in New York City and their coursework in retirement planning. In 2003, he joined Dylan Minor’s wealth management team at Wachovia Securities, LLC, a predecessor firm of Wells Fargo Advisors, LLC. And finally, in 2010, he founded The Omega Financial Group together with Dylan Minor.
Asset Management
Paul Kuhn joined Omega Financial Group in 2013. Prior to joining Omega, he was a Managing Director at Santa Barbara Asset Management from 1996 to 2013. During this time, Santa Barbara Asset Management grew from 7.5 million dollars under management to 5.5 billion dollars of assets under management. In addition to being a part of the company’s growth, he was a partner and owner of SBAM prior to the company’s sale to Nuveen Investments in 2005. Paul had multiple roles at SBAM, including managing private client, managed account and mutual fund relationships. Prior to SBAM, Paul owned and operated both a retail/wholesale business and a commercial fishing business. He attended Pepperdine University and University of California, Santa Barbara, where he studied Business Economics.

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