Palm Desert, CA 36951 Cook St. Office

Michele Pemberton is a financial advisor with The Wealth Consulting Group in Rancho Mirage, CA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She has worked at WCG Wealth Advisors, LLC and LPL Financial since 2017, and previously at World Equity Group from 2010 to 2017. Outside of advisory services, she is a business owner of AOK Partners in Indian Wells, 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 that integrates multiple analytical approaches and offers both direct management and access to third-party programs, with additional services including fiduciary support and legal-service integration.

Kimberly Safoyan is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her previous roles include positions at NATIONAL PLANNING CORPORATION and LPL Financial. Outside her advisory work, she is involved in private protection and security services through several local businesses. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm combines fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering a mix of active and passive management, model portfolios, and algorithmic Guided Wealth Portfolios with tax optimization features.

Jana Ham is a financial advisor at The Wealth Consulting Group with 17 years of industry experience. She holds the Series 66 designation and has been with The Wealth Consulting Group and LPL Financial since 2014. 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 approach combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs.