As your Personal CFO & Wealth Advisor, I work with you to design and implement your Wealth Plan, Investment Portfolios, and Insurance Plans. I specialize in helping professionals in their 20s and 30s use money as tool to pursue living a life you love. We learn what is most important to you and then create a plan to help you pursue financial independence so that you can live your life by design, not default.
Prior to joining The Wealth Consulting Group, I worked under the direct mentorship of a seasoned portfolio manager at a Fortune 100 Company.
I am bilingual in English and Japanese and am a board member of the Japanese American Citizens League San Diego chapter. Outside of work, I enjoy going on hikes in San Diego and practicing yoga. I grew up in Europe so I enjoy travelling and trying new foods from different cultures.
CA Insurance Lic#0L00408
Alissa Todd is a registered representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and The Wealth Consulting Group are separate entities from LPL Financial.