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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.

 

 

 

Help others simplify their lives with the Wealth Consulting Group

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Managing Partner & Personal CFO

Financial independence. Retirement. Investing. Things we know we should be focusing on, but that can be stressful and...

Wealth Advisor, Personal CFO

As your Wealth Advisor & Personal CFO, I work with you to design and implement your Wealth Plan, Investment Portfolios...

Amber Kodad
Director of Advisor Resource Center

Amber Kodad is The Wealth Consulting Group’s Director of Financial Planning/Advisor Resource Center (ARC). Amber has...

Ray Bell
Advanced Insurance Consultant

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

Managing Partner, Wealth Advisor

Phone: (619) 546-6090
Mobile: (619) 546-6211

Mark is the Chief Investment Officer and the Managing Partner of the...

Associate – Research, Trading & Financial Planning

While studying at The University of San Diego, Mario spent the summer of 2017 interning at The Wealth Consulting Group...

Financial Planning Coordinator

Kathleen is a Financial Planning Intern at The Wealth Consulting Group. She assists the team by preparing the initial...

Lisa Dashnaw
Senior Operations Manager

Lisa Dashnaw is The Wealth Consulting Group’s Sr. Operations Manager. Lisa joined the firm in 2009. She oversees the day...

Administrative Assistant

Christine Day-Reyes is an Administrative Assistant at LPL Financial. She partners with advisors to provide support on...

Angelique has an extensive background in the financial services industry of almost 8 years. Now working with Michael...

Weekly Market Commentary

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

Weekly Market Commentary  Market Insights