Team Marci Bair, CFP® President and CERTIFIED FINANCIAL PLANNER™ (619) 546-6160 Marci@BairFinancialPlanning.com 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... Read more Victor Orozco, CSRIC™ Managing Partner, Chartered SRI Counselor (619) 546-6165 Victor@BairFinancialPlanning.com 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... Read more Jasmine Maldonado Administrative Assistant (833) 687-7541 email@example.com 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... Read more Amber Kodad, CFP®, MBA Director, Advisor Resource Center (619) 546-6160 Amber@wealthcg.com 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... Read more Kathleen Talamayan Financial Planning Coordinator 619-546-6098 619-546-6211 firstname.lastname@example.org 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... Read more Mario Stadtlander Associate, Research, Trading, and Financial Planning 619-269-5798 email@example.com 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... Read more James Worden Chief Investment Officer firstname.lastname@example.org 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... Read more Leah Cosentino Client Service Associate 702-263-7622 702-263-7273 email@example.com 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... Read more Have a Question? Name Email Address Thank you! Oops!