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.

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.

Phone: (619) 546-6090

Bill graduated from WestPoint in 1966. He served in the US Army from 1966-1970. Bill then attended Purdue University and obtained his MSIA (equivalent to MBA) and his PhD while at Purdue until 1974.

From 1974-1984 he served in the CIA and was appointed as SIS (equivalent to a General). During his final years in the CIA Bill was tapped by the Federal Reserve Board and worked there from 1982-2006.

Bill retired as Sr. Advisor to the Federal Reserve Board and also held many other executive level positions during his tenure. From 2006-2012 he was a Sr. Advisor for the Energy Information Administration, a division of the DOE.

Now and since 2000, Bill has taught Macroeconomics at the University of Maryland. Bill serves as the Chief Economist for the firm's Investment Strategy Committee.

*Bill Helkie is not affiliated with LPL Financial

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.