Palm Desert, CA Gateway Drive Office

Nila Tatum is a financial advisor with The Wealth Consulting Group, holding the ChFC® designation and Series 63 and 65 licenses. She has 31 years of industry experience, including roles at National Planning Corporation and LPL Financial. Tatum is based in Palm Desert, CA. The Wealth Consulting Group 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 multiple analytical approaches and offers fiduciary services and integration with legal-service pathways.

Gloria Franz is a CFP® professional with over 33 years of experience in the financial services industry. She is currently an advisor at The Wealth Consulting Group and has previously worked with National Planning Corporation. Outside of advising, she serves on the governing board of JFK Hospital and is a planning commissioner for the City of Indio. The Wealth Consulting Group offers wealth management, portfolio management, and financial planning services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment process combining multiple analytical approaches and integrates legal-service pathways through attorney affiliations and referrals.