Michael Woitkoski, CEPA®

Managing Partner, San Diego

michael@wealthcg.com

Alissa Todd, CEPA®

Personal CFO, Wealth Advisor

alissa@wealthcg.com

Raymond Bell

Advanced Insurance Consultant

rbell@wealthcg.com

Jim Worden, CFA®, CMT®, CAIA®

Chief Investment Officer

jworden@wealthcg.com

Lisa

Senior Operations Manager

lisa@wealthcg.com