Anthony Turcotte, Jr.

Managing Partner, Personal CFO

Anthony (Tony) moved to California in 2002 after graduating from Flagler College in St. Augustine, FL with a Bachelor of the Arts degree majoring in Business with a minor in Economics. Tony immediately entered the financial advisory business after college and it has been his only profession since. As an entrepreneur at heart he started Wealth Consulting Group Los Angeles (WCGLA) to provide boutique services to his clients while having access to the resources of a fortune 100 company. In addition to running his practice Tony spent ten years overseeing the investment services unit of the Greater Los Angeles branch of a fortune 100 company.

In early 2017 after 15 years Tony merged Wealth Consulting Group Los Angeles into The Wealth Consulting Group. Doing so allowed him to gain access to a greater array of products and services for his clients, allowed him to elevate the overall client experience and the ability to reduce overall client advisory fees. Tony is now the Managing Partner of The Wealth Consulting Group in Los Angeles.

Critical to Tony’s success is his needs-based approach and ability to ask the important sometimes tough questions. Listening, being proactive, confidentiality and transparency while working with individuals, families and business are the foundation of his practice.

Recent Accolades:

2014 Five Star Wealth Manager. Crescendo Business Services, LLC January 2014

2015 Five Star Wealth Manager. Crescendo Business Services, LLC January 2015

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do no pay a fee to be considered or placed on the final list of 2014/2015 Five Star Wealth Managers.

Tony and his wife live in Agoura Hills along with their two boys. Tony believes in and tries his best each day, to live in the moment. He is a proud father and loving husband who enjoys being active with his family along with mountain biking, hiking, working out, and playing sports.

Tony is a Registered Representative with LPL Financial.