What makes a Team?
If it takes a village to raise a child, it may take a team to help you pursue financial freedom.
As a child, my parents built a team including aunts, uncles, cousins, and neighborhood families to help guide my brother and me down a “good” path, as they would say. Similarly, as your “Personal CFO” our team comes together with different areas of experience to help you clarify goals, understand where you are today and develop a clear strategy for implementation on a path towards success.
It’s a pleasure to work with this group; please meet these integral members of our team…
Barclay Callender, CPWA®, CPFA is a fellow advisor and recent graduate of Leadership Las Vegas, Class of 2019. A member of our team for six years, Barclay specializes in advanced areas of planning and enjoys helping clients best assemble the pieces of their “financial puzzle.” An advocate of “fiscal” and “physical” fitness, Barclay leads our wealth and health programs, as well.
Nathan Abraham, Wealth Advisor Assistant brings a passion for providing excellent client service and experience in operations and administration. Based in the LPL Financial San Diego office, Nathan is our concierge in client service, and further facilitates coordination between our team at The Wealth Consulting Group and LPL, custodian and broker-dealer.
Amber Kodad, CFP®, Gabriel Adams, CFP®, Paraplanner, and Rafael Melendez, CFP®, Financial Planning Coordinator comprise our Financial Planning Department to help gather client information, develop analysis including “what if’ scenarios and collaborate on recommendations. They develop your “Personal Financial Website” creating a live balance sheet and cash flow model. This secure site stores important documents (including tax returns, legal documents and family albums) in an online vault, as well.
Matt Pierce, CFA, Vice President of Trading and Research, and Brian Foley, CFP®, Trading and Research Assistant, lead our WCG Investment Committee and Trading Team, and work with us to develop and trade portfolios built to address various client needs and interests. The team brings national resources of LPL Research, Morningstar, among others, while helping us provide the personal attention to portfolios of a small team.
WCG Staff, mostly based in Las Vegas provides additional administrative, compliance and marketing support for approximately 90 WCG advisors, including Barclay and myself, across 24 branch offices in eight states. Our collaborative team structure within WCG (see their bios at www.wealthcg.com), along with the national resources of LPL Financial help us help you set and monitor your path towards achieving your goals.
Any of our team members may pleasantly greet you at our reception in Las Vegas or by phone or send you our weekly market commentary via email.
It is our pleasure to be a part of your team in the role of “Personal CFO.”