Broker Check


Marci Bair, CFP®


(619) 546-6160

As the Founder of the Firm, and a CERTIFIED FINANCIAL PLANNER™ Professional, I am responsible for designing and overseeing your Financial Plan and your Investment Portfolios. I personally chose my team members based first on their...

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Victor Orozco, CSRIC


Managing Partner, Chartered SRI Counselor

(619) 546-6165

Partner, Chartered SRI Counselor Bachelor of Science, Finance CA Insurance License #0F06485 Series 7 registration held through LPL Financial. Series 66 registration held through WCG Wealth Advisors and LPL Financial. Victor Orozco is...
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Jasmine Maldonado

Administrative Assistant

(833) 687-7541

Jasmine is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors' practices. She partners with advisors to provide support on administrative...

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Amber Kodad, CFP®, MBA

Director, Advisor Resource Center

(619) 546-6160

I assist our advisors in creating and developing the Financial Plans and work with Marci & Victor to create meaningful strategies that aim to secure your future and accomplish your goals. In my spare time I like to go on hikes with my...

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Kathleen Talamayan

Financial Planning Coordinator



Financial Planning Coordinator Bachelor of Science, Finance I assist the team by preparing the initial stages in creating financial plans. I provide administrative assistance regarding your Personal Financial Website and provide...
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Mario Stadtlander

Associate, Research, Trading, and Financial Planning


While studying at the University of San Diego, Mario spent the summer of 2017 interning at The Wealth Consulting Group. He graduated in 2019 with double majors in Finance and Business Economics. Mario is also an alumni of the business...

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James Worden

Chief Investment Officer

Jim Worden, CFA®, CMT®, CAIA® Chief Investment Officer With more than 22 years of professional investment experience, Jim has experience as an advisor, in building and overseeing multiple advisory platforms, and in managing...

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Leah Cosentino

Client Service Associate



Leah joined The Wealth Consulting Group in 2021. She has eight years of experience at Morgan Stanley where she served as a Client Service Associate. She possesses exceptional customer service and strong interpersonal skills and enjoys...

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