Darren B. Todd CFP®

CERTIFIED FINANCIAL PLANNER™ Professional
darren@wealthcg.com
Darren is a CERTIFIED FINANCIAL PLANNER ™ Professional with the Wealth Consulting Group. He has over 25 years of Investment and Financial Planning...

Alissa Todd

Personal CFO, Wealth Advisor
alissa@wealthcg.com
Alissa works with clients on a personalized level helping them identify their goals and work with them to implement strategies towards financial...

Michael Woitkoski

Managing Partner, Personal CFO
michael@wealthcg.com
Financial independence. Retirement. Investing. Things we know we should be focusing on, but that can be stressful and time consuming… As your Personal...

Ryan Davis

Personal CFO
rdavis@fideswealth.com
Ryan joined our team in early 2021, bringing nine years of experience in the financial services industry. Ryan started his career at North Island...

Bair Financial

Address:

7676 Hazard Center Drive Suite 1050
San Diego, CA 92108

Phone:

619-546-4222

Fax:

619-546-6211

Bair Financial Planning Website

bairfinancialplanning.com

 

Marci Bair, CFP®

Financial Planner/Financial Services Representative

Alondra Escamilla

Financial Planning Assistant

Victor Orozco,
CFP®, CSRIC®

 Managing Partner

Emily Preiss

Client Services Assistant

Fides Wealth

Address:

7676 Hazard Center Drive Suite 1050
San Diego, CA 92108

Phone:

619-546-4222

Fax:

619-546-6211

Fides Wealth Website

www.fideswealth.com

 

Christopher T. Rand Ph.D., CFP®, CLU®

Managing Partner, Personal CFO

Marc A. Gallo CASL®, AIF®

Partner, Personal CFO

Carol Ann Donahue AIF®, ChFC®

Financial Advisor

Ryan Davis

Personal CFO

Independent Advisors

Christian Chasey, CFP®

Wealth Advisor, Partner

Adrian P. Concepcion

Wealth Advisor

Alissa Todd

Personal CFO, Wealth Advisor

Darren B. Todd CFP®

Certified Financial Planner™ Professional

Michael Woitkoski

Managing Partner, San Diego

Paul S. Lim
CFP®, CRPC®, CBDA℠

Certified Financial Planner™ Professional