San Diego, California | The Wealth Consulting Group

Marci Bair CFP®

Financial Planner/Financial Services Representative

Marci Bair, CFP®, President & Founder of Bair Financial Planning and Vice President with the Wealth Consulting Group is a native of San Diego and a...

Christian Chasey CFP®

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...

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...

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...

Alondra Escamilla

Financial Planning Assistant
Bair Financial

alondra@bairfinancialplanning.com

Alondra graduated from San Diego State University in December 2019 with a bachelor’s degree in International Business. She worked in the mortgage...

Marc A. Gallo CASL®, AIF®

Partner, Personal CFO

mgallo@fideswealth.com

With almost twenty years of experience in the financial services industry, Marc is a professional who cares about the best interests of his clients...

Leah Howard

Executive Assistant

leah@fideswealth.com 619-546-6012 Before Leah joining Fides Wealth Strategies Group, she worked as a solutions specialist at Verizon Communications...

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.

Paul S. Lim CFP®, CRPC®, CBDA℠

CERTIFIED FINANCIAL PLANNER™ Professional

paul@wealthcg.com

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

Victor Orozco CFP®, 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...

Emily Preiss

Client Services Assistant
Bair Financial

emily@bairfinancialplanning.com

As a member of the Bair Financial Planning team, I provide essential administrative and operational support to our clients and the team. With a focus...