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

Wealth Advisors & Personal CFO’s

Sherman Oaks

Click on photos below for a brief biography

Jennifer Han Malek, RFC

President/ Wealth Advisor

Pamela Griggs

Executive Assistant to Jennifer Han Malek

WCG Team Members

Amber Kodad, CFP®, MBA

Director, Advisor Resource Center

Andrew D’Addio*

Director, Practice Management Implementation

Brian Foley, CFP®

Trading Department Manager & Research Coordinator

Dara K. Asuncion

Marketing Manager

Gabriel Adams**, CFP®, CSRIC™

Manager, Financial Planning

John “Jack” Ewing

MBA, CFO

John Stewart

Director of Operations

Kathleen Talamayan

Financial Planning Coordinator

Lisa Dashnaw

Operations Manager

Marcie Ushijima​

Director of First Impressions

Las Vegas

Mario Stadtlander

Associate – Research, Trading & Financial Planning

Matthew Pierce**, CFA®

Director of Research and Trading

Moira Cowan

Client Services Associate

Raymond Bell

Advanced Insurance Consultant

Ryan Schlender

Compliance Associate

Sonja Wall

Chief Compliance Officer

Timorey Altamos

Director of First Impressions

San Diego

*Andrew D'Addio is not affiliated with LPL Financial.

 **Gabriel Adams and Matthew Pierce are solely investment advisor representatives of WCG Wealth Advisors LLC, and not affiliated with LPL Financial.

Our Team

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

Address:

15233 Ventura Blvd Suite #220
Sherman Oaks, CA 91403

Phone:

818-788-3222

Fax:

818-788-3212

Website

jhmwealthmanagement.com

Schedule a Confidential Conversation with WCG

Get to know us

Phone: 1-800-346-4063

Email: info@wealthcg.com

 

 

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8925 West Post Road
Las Vegas, NV
89148 United States

Quick Message

The financial consultants at The Wealth Consulting Group are registered representatives with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC (WCG), a registered investment advisor. WCG and The Wealth Consulting Group are separate entities from LPL Financial.

WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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