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William C

CFP®, ChFC®, Series 66

Bradenton, FL

Alpha Omega Financial

William Carambelas is a financial advisor at Alpha Omega Financial in Bradenton, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. He has worked with various Alpha Omega Financial entities since 2011. Alpha Omega Financial provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes a combination of fundamental, technical, and charting analysis to construct diversified portfolios across multiple asset classes, emphasizing risk management tailored to client risk tolerance.

Retirement income strategy Income planning Options & derivatives strategies Tax-loss harvesting College savings (529s, UTMA, etc.)
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