Westlake Village, California

Anthony (Tony) moved to California in 2002 after graduating 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 provided his clients access to a greater array of products and services and elevated the overall client experience by having 10+ team members laser focused on the client’s needs and goals.  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.  Tony enjoys his life’s journey with his Wife and two children.  They enjoy Cooking, Skiing, Golfing, Mountain Biking and Traveling together.  His children are active in Conejo Valley youth sports including Baseball, Soccer, Tennis and Golf.       

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.

Since 1979, Adriane Lowe has been a trailblazer in the financial services industry. When becoming disenchanted with the product-driven direction of the stock brokerage industry, she became a Certified Financial Planner™ in 1984 and changed the direction of her business.

Critical to her needs-based approach is her ability to ask the important questions and listen when meeting with clients. Working with individuals, families, businesses and the special-needs community, she strives to understand what is truly important to them. She creates individualized strategies to pursue their financial dreams, aiming to allow them to enjoy life instead of worrying about it. Her practice is based on confidentiality, transparency and having team resources to support her recommendations.

Adriane measures her success in the many client relationships she has maintained for her entire 38-year career. Her in-depth knowledge of her clients’ personal situations allows her to maintain generational relationships with the families. Experiencing dozens of births, marriages, divorces, illnesses and ultimately, end of lives, give her a unique ability to assist clients empathetically. She is a trusted source for referrals, advice or even a sounding board in the decision-making process. Her role as an advisor, confidant, friend and counselor to her cherished clients have enriched her life immeasurably.

With her extensive personal and professional experience with the special-needs population, she received the Chartered Special Needs Consultant™ designation in 2013. ChSNC® designees are equipped with specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. She also holds Chartered Life Underwriter™, Chartered Financial Consultant™ and CFP® credentials.

Adriane volunteers for the Ventura County Financial Abuse Specialist Team (FAST), a partnership of public and private multidisciplinary professionals providing services to elder and dependent victims of financial abuse.

She is a passionate international and domestic traveler and hopes to visit all the U.S National Parks soon. Art, theater, concerts, entertaining, cooking and boating on Westlake are her favorite pastimes.

Adriane is a Registered Representative with LPL Financial.

Roy Moon was born in Los Angeles, CA and raised in Ventura County. He attended the University of California Los Angeles on a Golf Scholarship where he competed on a national level and became an All-American. One of the highlights of Roy’s collegiate career at UCLA was shooting a school record of 62 at Waikoloa Golf Course on the main island of Hawaii. Graduating in 2005 with a Bachelor’s Degree in History, Roy turned professional where he mainly played on the Asian Tour.

In 2009 Roy decided to pursue a new path and entered the Financial Services Industry with Mass Mutual as a Financial Advisor. While at Mass Mutual and MML Investor Services, Roy built a clientele working with Professionals and Business Owners on their corporate sponsored retirement plans, asset management, wealth preservation and business succession planning.

In 2017 Roy joined The Wealth Consulting Group to enhance his client’s overall experience. His primary focus as a Personal CFO is to help his clients identify their financial goals and objectives. Roy strongly believes the strategic mindset learned over 20 years of competitive sports correlates into his financial planning practice.

Roy holds the 7 securities registration with LPL Financial and the Series 66 securities registration with LPL Financial and WCG Wealth Advisors. He also holds Life, Health, Disability and Long Term Care Licenses. CA Insurance Lic. #0G47830

Roy is a Registered Representative with LPL Financial.

Claudina has over fifteen years of experience in customer service.  She graduated from Fresno State University with a B.A. in Mass Communications, and a minor in Business Administration. 

As a Client Service Associate, Claudina is involved in many aspects of administrative support.  She enjoys welcoming visitors to the Westlake Village office and interacting with clients regularly.  She works diligently to ensure the highest level of service to the firm’s clients and to her team. 

Some of Claudina’s interests are traveling, enjoying the outdoors, and having quality time with her family and pets.