Alissa Todd

Wealth Advisor, Personal CFO
(619) 269-5806

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.