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  2. Our Team
  3. Wealth Advisors & Personal CFO's
  4. Wealth Advisors & Personal CFO’s

Wealth Advisors & Personal CFO’s

Los Angeles (Westlake Village)

Click on photos below for a brief biography

Adriane Lowe, CFP®, CLU®, ChFC®, ChSNC®

Certified Financial Planner™

Anthony Turcotte, Jr.

Managing Partner, Personal CFO

Roy Moon

Personal CFO

Claudina Fenley

Client Service Associate

WCG Team Members

Amber Kodad, CFP®, MBA

Director, Advisor Resource Center

Andrew D’Addio

Director, Practice Management Implementation

Brian Foley, CFP®

Trading & Research Assistant

Dara K. Asuncion

Marketing Manager

Gabriel Adams, CFP®

Manager, Financial Planning

John “Jack” Ewing

MBA, CFO

John Stewart

Director of Operations

Lauren Sawyer​

Client Service Associate

Lisa Dashnaw

Operations Manager

Matthew Pierce, CFA®

VP, Trading and Research

Moira Cowan

Client Services Associate

Rafael Melendez

Financial Planning Coordinator Advisor Resource Center

Raymond Bell

Advanced Insurance Consultant

Reina Otsuka

Research Assistant Las Vegas

Shelley Echeverria

Chief Compliance Officer

Timorey Altamos

Director of First Impressions San Diego

Our Team

  • Wealth Advisors & Personal CFO's
    • Albuquerque
    • Chico
    • Cupertino
    • Dahlonega
    • Des Moines
    • Granite Bay
    • Honolulu
    • La Jolla
    • Las Vegas
    • Los Angeles (Westlake Village)
    • New Castle
    • Palm Desert
    • Phoenix
    • Rancho Mirage
    • Rancho Santa Fe
    • Sacramento
    • San Diego
    • Santa Rosa
    • Sherman Oaks
    • Walnut Creek
  • Investment Strategy Committee
  • Advanced Planning Team

Address:

30700 Russell Ranch Rd, Suite 140
Westlake Village, CA 91362

Phone:

818-851-9808

Fax

818-851-9690

Schedule a Confidential Conversation with WCG

Get to know us

Phone: 1-800-346-4063

Email: info@wealthcg.com

 

 

Get Directions

8925 West Post Road
Las Vegas, NV
89148 United States

Quick Message

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial.

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