FINANCIAL PLANNING
EXPRESSLY FOR YOU

We are different from other financial advisors.
At Alpha to Omega Capital Global Corp. we both enjoy and focus primarily on working with individuals, families, small businesses and professional practices.


We focus on handling all our client needs, including both taxes and financial well-being. Our breadth of service allows us to keep the full range of financial well being in mind for you.


It is because of this difference in approach that I have enjoyed being in the profession for more than twenty-five years.


Annie Hung, CEO

We offer our clients one single place to meet their financial needs.

Backdoor  Roth IRA
Backdoor Roth IRA

Backdoor Roth IRA

A Backdoor Roth IRA is a strategy allowing people not qualified for a Roth IRA to be able to do so.

401K Plans
401K Plans

401K Plans

Usually sponsored by a company, employees contribute from each pay check to their 401k account. Employers often match contributions.

403(B) Plans
403(B) Plans

403(B) Plans

This is a Defined Contribution Retirement Plan for government agencies and tax-exempt organizations.

529 Plans
529 Plans

529 Plans

Named after Section 529 of the Internal Revenue Code these plans help save for college tuition while offering some tax saving advantages.

Estate Planning
Estate Planning

Estate Planning

Estate Planning is the process of deciding  how my assets are to be distributed after my passing, often reducing tax liabilities.

Strategies for Immigrants
Strategies for Immigrants

Strategies for Immigrants

It may be an exciting journey, but it often comes with financial challenges, We can help you optimize your strategy.

Backdoor  Roth IRA
Backdoor Roth IRA

Backdoor Roth IRA

A Backdoor Roth IRA is a strategy allowing people not qualified for a Roth IRA to be able to do so.

401K Plans
401K Plans

401K Plans

Usually sponsored by a company, employees contribute from each pay check to their 401k account. Employers often match contributions.

403(B) Plans
403(B) Plans

403(B) Plans

This is a Defined Contribution Retirement Plan for government agencies and tax-exempt organizations.

529 Plans
529 Plans

529 Plans

Named after Section 529 of the Internal Revenue Code these plans help save for college tuition while offering some tax saving advantages.

Estate Planning
Estate Planning

Estate Planning

Estate Planning is the process of deciding  how my assets are to be distributed after my passing, often reducing tax liabilities.

Strategies for Immigrants
Strategies for Immigrants

Strategies for Immigrants

It may be an exciting journey, but it often comes with financial challenges, We can help you optimize your strategy.

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