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Simplify Your Life

Our Personal CFO Service is nothing like the financial advisor you are used to.

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Who's Working for You – Your Personal CFO Team

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At any stage of life, we are here to help you.

 

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How we can help you.

There are many financial products in the market, and so choosing the ones that best address an individual client’s needs can be complicated.

 

Personal CFO

 

Investment Management

 

High Impact Investing

 

Your Risk Number

 

Your Personal Financial Website

 

Risk Management and Business Owner Solutions

Help others simplify their lives with the Wealth Consulting Group


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Your Personal CFO Team

Learn more about our amazing team of professionals.

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Michael Woitkoski

Managing Partner & Personal CFO

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Michael Woitkoski

Phone: (619) 546-6090

Email: michael@wealthcg.com

As your Personal CFO, I work with you to design and implement your Wealth Plan, Investment Portfolios and Insurance Plans. For over 20 years I have been helping our clients - individuals, families, and closely held businesses - simplify their lives by being the “go to” for all their financial needs and questions.

By learning what is most important to you – what we call your personal definition of true wealth – we create a plan that allows you to pursue your dreams and goals, helping you pursue personal fulfillment, so you can enjoy life instead of worrying about it.

After growing up in Western Massachusetts, I earned a B.A. in History from Trinity College in Hartford, CT and moved to San Diego shortly thereafter to begin my career in financial services. My wife Mary and I have a son, Joey, and two cats, Gelato and Spumoni. I am a member of the Advisory Committee of the FACE Foundation (the Foundation for Animal Care and Education,) which is an organization that provides financial assistance to animal owners who are unable to afford the cost of their pets’ emergency veterinary care. In addition, I spend a lot of time playing with Joey, traveling, golfing and watching baseball and football.

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Alissa Todd

Wealth Advisor, Personal CFO

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Alissa Todd

Phone: (619) 269-5806

Email: alissa@wealthcg.com

As your Wealth Advisor & Personal CFO, I work with you to design and implement your Wealth Plan, Investment Portfolios, and Insurance Plans. I specialize in helping professionals in their 20s and 30s use money as a tool to pursue living a life you love. We learn what is most important to you and then create a plan to help you pursue financial independence so that you can live your life by design, not default.

Prior to joining The Wealth Consulting Group, I worked under the direct mentorship of a seasoned portfolio manager at a Fortune 100 Company.

I am bilingual in English and Japanese and am a board member of the Japanese American Citizens League San Diego chapter. Outside of work, I enjoy going on hikes in San Diego and practicing yoga. I grew up in Europe so I enjoy traveling and trying new foods from different cultures.

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Amber Kodad

Director of Advisor Resource Center

CFP® MBA

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Amber Kodad

Phone: (619) 546-6160

Email: amber@wealthcg.com

Amber Kodad is The Wealth Consulting Group’s Director of Financial Planning/Advisor Resource Center (ARC). Amber has been with our firm in this role for the past 5 years. Prior to joining our firm, she was the Director of Financial Planning for the MetLife of Southern California agency for five years. Amber graduated from San Diego State University with a Bachelor of Science degree in Financial Services. During college she obtained an internship with MetLife and started as a full time employee upon graduation in 2006. While working at MetLife, Amber obtained her CERTIFIED FINANCIAL PLANNER™ designation as well as her Master’s in Business Administration (MBA) through California Miramar University.

She is a member of the Financial Planning Association, Member of the Pro Bono Committee within the Association, and also a member of Toastmasters International.

Her Personal Interests include hiking/running/pilates, traveling, and spending time with her husband Anthony and puppy Bailey.

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Ray Bell

Advanced Insurance Consultant

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Ray Bell

Email: rbell@wealthcg.com

With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation.

Before joining the Wealth Consulting Group, Ray was an internal wholesaler at Sun Life and most recently Senior Sales Consultant at LPL. His wide-ranging experience includes corporate impaired risk underwriting, sales, marketing, product design and operations.

Ray is currently a JD candidate at the Massachusetts School of Law class of 2017.

In his free time Ray enjoys cooking, pairing fine wines, mountain biking and attending classic car shows.

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Mark Senseman

Managing Partner, Wealth Advisor

ChFC®, MBA

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Mark Senseman

Phone: (619) 546-6090

Mobile: (619) 546-6211

Mark is the Chief Investment Officer and the Managing Partner of the Phoenix branch of WCG. As a result of his education and experience, Mark is well positioned to assist individuals, families and businesses with their asset, income, and wealth protection needs. By working closely with his clients to develop their personal strategy to accumulate wealth, reduce taxes, maximize their retirement programs, and secure appropriate protection instruments, he believes his clients are better able to pursue their individual needs and objectives. He seeks to accomplish this through careful portfolio analysis, asset allocation review, the development of individually tailored financial strategies, and regular performance reviews.

Previously, Mark has served as the Investment Specialist for New England Financial in Arizona for 20 years and was a Master Agency Builder for the firm. He has a B.S. degree in Finance from Arizona State University and an MBA with an emphasis in international finance from Western International University.

With his many years of experience and desire to help people, Mark offers the insight clients require to help them pursue their financial goals and investment objectives.

Mark is a second generation Arizonian. He and his wife Phyllis live in Scottsdale and have two daughters.

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Matthew Pierce

VP, Trading and Research

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Matthew Pierce

Phone: (702) 263-7567

Email: matthew@wealthcg.com

Matthew joined WCG in August of 2010 and has served as the Vice President of Research and Trading since 2016. Matt’s primary role is the management of the firm’s investment department charged with preparing the research and due diligence required by the Investment Strategy Committee as well as executing on the decisions of the ISC. He sits on the firm’s Investment Strategy Committee and leads their weekly and monthly calls.

Prior to joining WCG, Matt worked for an independent RIA in Las Vegas where he served as a Relationship Manager.

Matthew is a graduate of Syracuse University where he received a Bachelor of Arts in International Relations with a concentration in International Security and Diplomacy and the Middle East. Matt has been working in finance since graduating in 2008. He holds the Series 7 through LPL Financial, the Series 66 through LPL Financial & WCG Wealth Advisors, and is a CFA® charterholder.

Matt loves all things macroeconomics and markets. When he’s not staring at stock charts or reading, he likes to stay active and travel. His outdoor interests include hiking, climbing, biking, and basketball.

Matt is a Registered Assistant with LPL Financial.

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Lisa Dashnaw

Senior Operations Manager

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Lisa Dashnaw

Lisa Dashnaw is The Wealth Consulting Group’s Sr. Operations Manager. Lisa joined the firm in 2009. She oversees the day to day operations, implements compliance standards, organizes offices and is in charge of new office onboarding.

Lisa is one of the few natives in San Diego, CA. Her personal interests include camping, hiking, traveling and spending time with her family. In her free time Lisa volunteers for the San Diego Humane Society. She is a participant in the Walk for Animals which helps homeless animals and gives them a second chance.

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Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

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Contact Us - Get Started and Simplify Your Life

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

 

Contact LPL's Client Service Center at (800) 558-7567)

Phone: (619) 269-5712

Email: angelique@wealthcg.com

7676 Hazard Center Drive Suite 1050, San Diego, California 92108

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The financial consultants at The Wealth Consulting Group are registered representatives with and securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor.WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial.

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