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Mark S

Series 66

Redding, CA

The Wealth Consulting Group

Mark Starr is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked at WCG Wealth Advisors, LLC since 2019 and previously at Edward Jones from 2012 to 2019. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis and integrates legal-service pathways through attorney referrals and estate-document facilitation.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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