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Keiko L

Series 63, Series 65, Series 66

Albuquerque, NM

Trek Financial

Keiko Lambert is a financial advisor at Trek Financial with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Merrill Lynch and Cross State Financial Group. Since 2022, she has also owned and operated Omnivelis Financial in Albuquerque, providing financial advisory services. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical approaches using a variety of model-driven and fundamental analyses, and it provides access to alternative investment platforms and specialized portfolio management tools.

Active portfolio management Tax-loss harvesting Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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