Skip to main content

The Wealth Consulting Group

  • Contact Us
  • Home
  • How We Can Help You
    • Personal CFO
    • Investment Management
    • High Impact Portfolios
    • What’s Your Risk Number
    • Personal Financial Website
    • Risk Management and Business Owner Solutions
  • Our Process
  • About
    • Your Personal CFO Team
    • The Wealth Consulting Group
    • Strategic Alliances
    • Community Involvement
    • Our Events
  • Weekly Money Tips
  • Press
  • Client Center

    You are here

  1. Home
  2. How We Can Help You
  3. What’s a Personal CFO?

What’s a Personal CFO?

Let’s start with a question. If you were the CEO of a Fortune 500 company, you would undoubtedly have a CFO on your staff to ensure all of your company’s financial goals are achieved, right?

It’s our belief that you are the CEO of your family’s finances and that you should not treat your own family’s financial matters any differently. We also know that life is getter more complex, not less, and that your time is more valuable than ever. In order to juggle all of these responsibilities, and still have time to do what’s truly important, you need what every good CEO has by their side – your own Personal CFO.

Our role as your Personal CFO is to help manage all aspects of your financial life so you can take back your time and simplify your life.  
 

Wealth Planning

Comprehensive wealth management is the integrated process of managing an individual’s or a family’s wealth in all aspects of planning. There are many things that can have a major impact on your wealth that are below the waterline and are often hidden from plain sight. Along with investment management, we also help you identify and manage these areas to make sure you’re staying on track.

 

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

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

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.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, MA, and WA,

© 2021 The Wealth Consulting Group. All rights reserved.

Website Design For Financial Services Professionals