San Diego, California

Address:

7676 Hazard Center Drive Suite 1050
San Diego, CA 92108

Phone:

619-546-4222

Fax:

619-546-6211

Bair Financial Planning Website

b airfinancialplanning.com

Fides Wealth Website

fideswealth .com

Victor Orozco CSRIC™

Managing Partner

Victor@BairFinancialPlanning.com

Bachelor of Science, Finance Series 7 registration held through LPL Financial. Series 66 registration held through WCG Wealth Advisors and LPL...

Christopher T. Rand Ph.D., CFP®, CLU®

Managing Partner, Personal CFO

crand@fideswealth.com

Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner as authorized by the Certified Financial Planner Board of Standards, Inc. He is a Chartered Life...

Paul S. Lim

CERTIFIED FINANCIAL PLANNER™ Professional

paul@wealthcg.com

Paul is a CERTIFIED FINANCIAL PLANNERTM Professional with the Wealth Consulting Group. He graduated from Johns Hopkins University with a Bachelor’s...

William J. O’Connell CFP®

VP, Personal CFO

woconnell@wealthcg.com

There is a delicate balance between ‘Saving for Tomorrow’ and ‘Living for Today’. William is passionate about working with his clients so they have...

William J. Lafleur

Investment Advisor Representative

William LaFleur is solely an investment advisor representative of WCG, The Wealth Consulting Group, and not affiliated with LPL Financial.

Adrian P. Concepcion

Wealth Advisor

aconcepcion@wealthcg.com

Adrian began his career in the financial services industry in 1998 as a Financial Advisor at Wells Fargo Advisors. He later joined New England...

Alissa Todd

Personal CFO, Wealth Advisor

alissa@wealthcg.com

As your Personal CFO & Wealth Advisor, I work with you to design and implement your Wealth Plan, Investment Portfolios, and Insurance Plans. I...

Carol Ann Donahue AIF®, ChFC®

Financial Advisor

cdonahue@fideswealth.com

Carol Ann has been in the financial services industry for 7 years and she is passionate about helping clients work toward attaining their goals. A...

Christian Chasey

Wealth Advisor, Partner

cchasey@wealthcg.com

Christian Chasey, CFP® is a 2016-2021* San Diego Five Star Wealth Manager whose clients are a select group of successful business owners and families...