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The Wealth Consulting Group is home to over 130 financial advisors across 58 offices throughout the U.S. Search by advisor name, practice, city, or state to connect with an advisor near you — every advisor follows the same Personal CFO approach to your complete financial life.
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Alissa Todd
Independent Advisors · San Diego office(619) 269-5806- Amir Lozani
Independent Advisors · San Diego office(619) 269-5721 
Carol Ann Donahue
Fides Wealth · San Diego office(619) 546-6149
Chris Rand
Fides Wealth · San Diego office(619) 546-6044- Darren Todd
Independent Advisors · San Diego office(858) 863-4010 
M. Ryan Davis
Fides Wealth · San Diego office(619) 546-6013
Marc Gallo
Fides Wealth · San Diego office(619) 546-6041
Marci Bair
Bair Financial Planning · San Diego office(619) 546-6160
Mike Woitkoski
Independent Advisors · San Diego office(619) 546-6090
Paul Lim
Independent Advisors · San Diego office(616) 546-6128
Rommel Palomera
Fides Wealth · San Diego office(619) 546-9356
Victor Orozco
Bair Financial Planning · San Diego office(619) 546-6165
Jimmy Lee
Lee Team · Las Vegas office(702) 263-5566
Tony Brewer
Lee Team · Las Vegas office(702) 263-8455
Barclay Callender
Lee Team · Las Vegas office(702) 263-6483
Christine Soscia
Las Vegas office(702) 243-4931
Jeremy Anderson
Las Vegas office(702) 620-7473
Cheryl Constantino
Las Vegas office(702) 263-8492
Brianne Soscia
Las Vegas office(702) 586-8875- Markus Gamett
Las Vegas office(702) 433-1040 - Clark Stevens
Las Vegas office(805) 459-4363