Financial Planning

Interested in financial planning?

Find out about unique, local help for financial planning.

Meet with an Omega Financial Group advisor to start your financial planning today.

Omega Financial Group is a local independent advisor located in Santa Barbara, CA.

Our Chief Strategist, Dylan Minor PhD, MS, CFP, ChFC, CLU, has been helping people in Santa Barbara for over 20 years. His academic background–a PhD from Berkeley and professorships at the Kellogg School of Management and Harvard Business School–has helped infuse unique value-added opportunities for our clients.

Call or write today to find out more about our Ωptimized Wealth Integration® approach to financial planning.

Call Us At 805-617-4363

About Dr. Dylan Minor

Dr. Dylan Minor’s work has appeared in media such as ABC, Academic Minute, Barron’s, CBS, Chicago Tribune, CNBC, Financial Times, Forbes, Fortune, Harvard Business Review, Harvard Business School Working Knowledge, Harvard Gazette, Human Resource Executive, INC.com, NPR (All Things Considered), Quartz, USA Today, Wired, and Washington Post.

*In order to continue to provide excellent service to our clients, our services are for qualified investors with investible assets of at least $500,000.

Omega Financial Group is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Omega Financial Group and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Omega Financial Group unless a client service agreement is in place.