
Financial independence. Retirement. Investing. Things we know we should be focusing on, but that can be stressful and...
Financial independence. Retirement. Investing. Things we know we should be focusing on, but that can be stressful and...
As your Wealth Advisor & Personal CFO, I work with you to design and implement your Wealth Plan, Investment Portfolios...
Amber Kodad is The Wealth Consulting Group’s Director of Financial Planning/Advisor Resource Center (ARC). Amber has...
With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case...
Phone: (619) 546-6090
Mobile: (619) 546-6211
Mark is the Chief Investment Officer and the Managing Partner of the...
While studying at The University of San Diego, Mario spent the summer of 2017 interning at The Wealth Consulting Group...
Kathleen is a Financial Planning Intern at The Wealth Consulting Group. She assists the team by preparing the initial...
Lisa Dashnaw is The Wealth Consulting Group’s Sr. Operations Manager. Lisa joined the firm in 2009. She oversees the day...
Weekly Market Commentary
Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.
Weekly Market Commentary Market Insights