San Diego, CA Hazard Center Dr Office

Christopher Rand is a CFP® professional with 29 years of experience in the financial services industry. He has been with WCG Wealth Advisors, LLC since 2014 and previously worked at LPL Financial. Rand also serves as an instructor for graduate-level business courses at UC Berkeley Extension and is a member of the CFP Board’s Integrity Review Commission. WCG Wealth Advisors, LLC provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, and trusts. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs, and it maintains notable integration with legal-service pathways to support comprehensive client needs.

Alissa Todd is a Series 66–licensed financial advisor with 10 years of industry experience. She is currently with The Wealth Consulting Group, where she has worked since 2017, and has prior experience with LPL Financial. Todd is involved in hosting events for Women Owning Wealth and speaks at various conferences and events. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party money managers through multiple custodial platforms.

Paul Lim is a CFP®-certified financial advisor with 19 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Lim is based in San Diego, CA. 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 incorporating fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways through attorney referrals and related resources.

Ana Pasion is a financial advisor at The Wealth Consulting Group with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, First Command, Curate Partners, and First Allied Advisory Services. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers both active and passive portfolio management along with legal and implementation support.

Victor Orozco Jr. is a CFP® professional with 18 years of industry experience, currently serving as an advisor at The Wealth Consulting Group in San Diego, CA. He has been with WCG Wealth Advisors, LLC 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, corporations, charities, and trusts. The firm employs a tailored investment process that combines multiple analytical approaches and offers both direct management and access to third-party programs, with additional integration of legal-service pathways and fiduciary support for plan sponsors.

Darren Todd is a CFP® professional with over 31 years of experience in financial advising. He is currently affiliated with The Wealth Consulting Group in San Diego, CA, and has held roles at WCG Wealth Advisors, LPL Financial, and Todd Financial & Insurance Services, Inc. He also operates as an insurance agent specializing in health, group employee benefits, and property and casualty insurance. 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, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager programs.

Marc Gallo is a financial advisor with The Wealth Consulting Group in San Diego, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with The Wealth Consulting Group since 2014 and previously worked at LPL Financial. 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 fundamental, technical, macroeconomic, and quantitative analysis and offers both direct management and access to third-party manager-of-manager programs.

Rommel Palomera Salas is a CFP® and Series 66-registered advisor with seven years of industry experience. He is currently with The Wealth Consulting Group and has prior experience at LPL Financial, Uber, and Wells Fargo Bank. 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 fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Michael Woitkoski is a financial advisor with The Wealth Consulting Group in San Diego, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Outside of his advisory work, he is involved in offering access to legal services through the LegalShield platform. 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, and trusts. The firm utilizes a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party and manager-of-manager programs.

Marci Bair is a CFP®-credentialed financial advisor with The Wealth Consulting Group in San Diego, CA, bringing 33 years of industry experience. She has been associated with WCG Wealth Advisors, LLC and LPL Financial, LLC since 2014 and has led Bair Financial Group since 1998. The Wealth Consulting Group offers 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, and integrates legal-service pathways alongside its advisory offerings.

Morgan Davis is a financial advisor with The Wealth Consulting Group in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at WCG Wealth Advisors, LLC since 2021 and previously spent six years at North Island Credit Union and Cuso Financial Services. 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 plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers legal-service integration and fiduciary support for plan sponsors.

Amir Lozani is a financial advisor at The Wealth Consulting Group with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2015. Lozani is based in San Diego, 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, corporations, charities, trusts, and estates. The firm employs a tailored investment process using a combination of fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms.

Carol Ann Donahue is a ChFC® credentialed financial advisor with 12 years of industry experience. She is currently with The Wealth Consulting Group in San Diego, CA, where she has worked since 2018, following prior roles at LPL Financial, CUSO Financial Services, LP, and North Island Credit Union. Donahue serves as a trustee of the Morgan W. Davis and Carol Ann Donahue Family Trust. The Wealth Consulting Group is an SEC-registered wealth management firm that provides services to individual, corporate, retirement plan, and trust clients. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of active, passive, and algorithmically enhanced portfolio management solutions.