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Sara B

Series 65

New Albany, OH

Omega Capital Management LLC

Sara Becker is the principal and sole advisor at Omega Capital Management LLC, an independent SEC-registered firm. She holds a Series 65 designation and has two years of industry experience. Prior to founding Omega Capital, she has worked at Henry Schein Animal Health and Schottenstein Stores Corp. In addition to her advisory role, Becker serves as president of The New Albany CPA Co., an accounting and tax services firm. Omega Capital Management LLC manages discretionary assets for high-net-worth individuals, trusts, estates, small businesses, and institutional retirement clients. The firm employs a combination of fundamental and technical analysis with diversified investment allocations, focusing on long-term holdings tailored to client risk tolerance and time horizon.

Wealth management ESG / Sustainable investing General tax planning Founder/Business Owner Retired
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