Advisors at this firm
Wesley S
Series 65
La Mesa, CA
Alpha & Omega
Wesley Schevers is a financial advisor at Alpha & Omega with a Series 65 credential and four years of industry experience. He previously worked at Leafhouse Financial Advisors and PenChecks Trust. Outside of finance, he is involved in the flooring and construction business through ownership and management roles in two related companies. Alpha & Omega Financial Management Consultants serves individual clients, including high-net-worth households, and sponsors of pension and profit-sharing plans. The firm provides portfolio management primarily through model portfolios and third-party managers, pension consulting, and financial planning, employing long-term trading strategies based on cyclical, fundamental, and quantitative analysis.
Athanasios P
Series 65
La Mesa, CA
Alpha & Omega
Athanasios Preovolos is a financial advisor at Alpha & Omega with three years of industry experience. He holds a Series 65 credential and has been an attorney with Preovolos Lewin, ALC since 1993. His combined legal and financial background spans over three decades. Alpha & Omega Financial Management Consultants serves individual clients, including high-net-worth households, and sponsors of pension and profit-sharing plans. The firm provides portfolio management primarily through model portfolios and third-party managers, along with pension consulting and standalone financial planning.
Fiel B
Series 65
La Mesa, CA
Alpha & Omega
Fiel Barrow is a Series 65-licensed financial advisor at Alpha & Omega Financial Management Consultants with 10 years of industry experience. He has worked at Alpha & Omega since 2017 and previously at RJ Patterson Capital Investment Group. Alpha & Omega serves individual clients, including high-net-worth households, and pension plan sponsors, providing ongoing portfolio management primarily through model portfolios and third-party manager referrals. The firm uses long-term trading strategies informed by various analytical approaches and typically operates on a non-discretionary basis.