The Wealth Consulting Group
A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. Securities offered through LPL Financial, Member SiPC, Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit
7-day free trial · no credit card
Verified contacts
70
available on Kipplo
LinkedIn employees
85
51 to 200 range
Open roles
—
no listings
Distinct roles
43
indexed titles
Tech stack
2
tools in use
Monthly traffic
462
organic / mo
Sign up free to see all 70 verified contacts at The Wealth Consulting Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
70 contacts with verified email or phone · masked until revealed.
- DS
Darlene Shipe
Wealth Manager · Finance & Accounting
EmailPhone - BD
Brandon Danziger
Director of Finance · Finance & Accounting
EmailPhone - CL
Cristian Lopez
Director of Business Development · Sales & Business Development
EmailPhone - JS
John Stewart
Director of Operations · Operations
EmailPhone - KM
Kimberly Meade
Director of Financial Planning · Finance & Accounting
EmailPhone - RG
Ruben Gonzalez
Personal CFO Financial Advisor · Finance & Accounting
EmailPhone - MR
Matthew Roberts
Vice President, Wealth Advisor · Finance & Accounting
EmailPhone - CM
Craig McBarnes
Wealth Advisor · Finance & Accounting
EmailPhone - JA
Jackie Akerberg
Operations Manager · Operations
EmailPhone
Showing 9 of 70 verified contacts
Top roles at The Wealth Consulting Group
43 distinct titles indexed · top 10 shown.
- 8the wealth consulting group
- 5financial advisor
- 5wealth advisor
- 4managing partner
- 3certified financial planner
- 3personal cfo
- 2compliance specialist
- 2investment advisor
- 2office manager
- 2partner, personal cfo
- +33more titles
Sign up to unlock all 70 contacts at The Wealth Consulting Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 70 verified contacts at The Wealth Consulting Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.