Victor Orozco CSRIC™
Managing Partner
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
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 is a CERTIFIED FINANCIAL PLANNER TM Professional with the Wealth Consulting Group. He graduated from Johns Hopkins University with a Bachelor’s...
William J. O’Connell CFP®
VP, Personal CFO
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
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
Growing up, I had little knowledge of investing or personal finances until my college internship at a wealth management company. It was there that I...
Carol Ann Donahue AIF®, ChFC®
Financial Advisor
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
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...
Christopher L. Adajar
Wealth Advisor, Partner
Christopher has almost 30 years of experience in the banking and financial services industry as a former employee for major banks and financial...
Darren B. Todd CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Darren is a CERTIFIED FINANCIAL PLANNER ™ Professional with the Wealth Consulting Group. He has over 25 years of Investment and Financial Planning...
Ian M. Jones AIF®
Partner, Personal CFO
Ian’s philosophy of creating comprehensive plans for all types of markets has resulted in a successful wealth management practice spanning over 20...
