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The Wealth Consulting Group

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Facts about The Wealth Consulting Group

Description
Welcome to The Wealth Consulting Group (WCG). Since 1995, WCG has served the diverse financial and wealth planning needs of accomplished ...
Website
wealthcg.com
HQ Location
Las Vegas, Nevada, United States
Number of employees
51-200
Industry
Financial Services
Latest update
April 30, 2024

Social media accounts of The Wealth Consulting Group

X
@wealthcg
Facebook
@the-wealth-consulting-group-339226003439200
Linkedin
@the-wealth-consulting-group

The Wealth Consulting Group employees

Jimmy Lee avatar
Jimmy Lee
Founder and CEO
Ian Jones avatar
Ian Jones
Partner, Personal CFO
Maria Lee avatar
Maria Lee
Client Operations Coordinator/ Office Manager
Clinton Akerberg avatar
Clinton Akerberg
Managing Partner, Personal CFO
Cheryl Constantino avatar
Cheryl Constantino
Partner, Personal CFO
Jack Ewing avatar
Jack Ewing
CFO
Mike Personal avatar
Mike Personal
Managing Partner & Personal CFO
Jeremy Anderson avatar
Jeremy Anderson
Personal CFO
Alissa Todd avatar
Alissa Todd
Financial Advisor, Personal CFO
Mark Starr avatar
Mark Starr
Personal CFO, Wealth Advisor
William O'Connell avatar
William O'Connell
VP, Personal CFO
Brian Foley avatar
Brian Foley
Trading Department Manager & Research Coordinator
Laura LaTourette avatar
Laura LaTourette
Personal CFO
Matthew Pierce avatar
Matthew Pierce
Director of Research & Trading
Amber Kodad avatar
Amber Kodad
Director of Financial Planning/Advisor Resource Center
Andrew Odaniell avatar
Andrew Odaniell
Marketing Director
Brandon Danziger avatar
Brandon Danziger
Director of Finance
John Stewart avatar
John Stewart
Director Of Operations
Anna Ricci avatar
Anna Ricci
Director of First Impressions & Marketing Associate
Darlene Shipe avatar
Darlene Shipe
Wealth Manager
Anthony Turcotte avatar
Anthony Turcotte
Managing Partner
Kyle Soscia avatar
Kyle Soscia
CERTIFIED FINANCIAL PLANNER™ professional
Christopher Adajar avatar
Christopher Adajar
Partner - Wealth Advisor
Jackie Akerberg avatar
Jackie Akerberg
Operations Manager
Megan Wilsey avatar
Megan Wilsey
Financial Planner
Tony Brewer avatar
Tony Brewer
Financial Advisor
Steve Odendahl avatar
Steve Odendahl
Co-Chief Compliance Officer
Adriane Lowe avatar
Adriane Lowe
Certified Financial Planner
Christian Chasey avatar
Christian Chasey
Wealth Manager, Partner
Brittany Damico avatar
Brittany Damico
Business Development Specialist
Lan Tran avatar
Lan Tran
MANAGING PARTNER / CERTIFIED FINANCIAL PLANNER™
Rosemary Richard avatar
Rosemary Richard
Chief Compliance Officer
Lisa Mitrovich avatar
Lisa Mitrovich
Senior Operations Manager
Jim Worden avatar
Jim Worden
Chief Investment Officer
Kim In avatar
Kim In
Executive Assistant
Marlo Stil avatar
Marlo Stil
Mananging Partner, Registered Assistant

Frequent questions about The Wealth Consulting Group

How many employees does The Wealth Consulting Group have?
The Wealth Consulting Group has approximately 51-200 employees.
What is The Wealth Consulting Group's industry?
The Wealth Consulting Group is involved in the industry of Financial Services.
Where is The Wealth Consulting Group's headquarters?
The Wealth Consulting Group's headquarters is located in Las Vegas, Nevada, United States.
What is the website of The Wealth Consulting Group?
You may visit their official website at https://wealthcg.com
What's the official twitter of The Wealth Consulting Group
The twitter username of The Wealth Consulting Group is @wealthcg
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