California Pleasant Hill

Anthony (Tony) moved to California in 2002 after graduating with a Bachelor of the Arts degree majoring in Business with a minor in Economics. Tony immediately entered the financial advisory business after college, and it has been his only profession since. As an entrepreneur at heart, he started Wealth Consulting Group Los Angeles (WCGLA) to provide boutique services to his clients while having access to the resources of a fortune 100 company. In addition to running his practice Tony spent ten years overseeing the investment services unit of the Greater Los Angeles branch of a fortune 100 company. 

In early 2017 after 15 years Tony merged Wealth Consulting Group Los Angeles into The Wealth Consulting Group. Doing so provided his clients access to a greater array of products and services and elevated the overall client experience by having 10+ team members laser focused on the client’s needs and goals.  Tony is now the Managing Partner of The Wealth Consulting Group in Los Angeles. 

Critical to Tony’s success is his needs-based approach and ability to ask the important sometimes tough questions. Listening, being proactive, confidentiality and transparency while working with individuals, families and business are the foundation of his practice.  Tony enjoys his life’s journey with his Wife and two children.  They enjoy Cooking, Skiing, Golfing, Mountain Biking and Traveling together.  His children are active in Conejo Valley youth sports including Baseball, Soccer, Tennis and Golf.       

Recent Accolades:

2014 Five Star Wealth Manager. Crescendo Business Services, LLC January 2014

2015 Five Star Wealth Manager. Crescendo Business Services, LLC January 2015

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do no pay a fee to be considered or placed on the final list of 2014/2015 Five Star Wealth Managers.

Tony and his wife live in Agoura Hills along with their two boys. Tony believes in and tries his best each day, to live in the moment. He is a proud father and loving husband who enjoys being active with his family along with mountain biking, hiking, working out, and playing sports.

Tony is a Registered Representative with LPL Financial.

Stephanie is a dedicated member of the FIDES Team, where she thrives in a supportive and collaborative environment. Originally from Illinois, she relocated to California in 2020. As the eldest of six siblings, Stephanie played a significant role in their upbringing, which helped shape her deep commitment to family and wellness.

With a background in healthcare and business management, Stephanie began her career in traditional healthcare before transitioning into holistic and preventative health. Her passion for helping others is the driving force behind both her personal and professional life. She is continually focused on growth and development, striving to evolve in her work and become the best version of herself.

Carol Ann has been in the financial services industry for over 10 years, and she is passionate about guiding clients toward realizing their vision of independence and fulfillment. A teacher at heart, she enjoys leading clients through the process of discovering their path to dignified retirement, providing an education for dependents, legacy creation, or simply demystifying the investment world. Through conversation and discovery, Carol Ann tries to address the elements that are very often unfamiliar to clients, so that together they may move toward realizing and prioritizing the necessary steps for success.

FIDES Wealth Strategies Group’s client base consists predominantly of high- income tax-bracket professionals, executives, retirees, and business owners in various industries. We have experience in the following areas:

Carol Ann holds her Chartered Financial Consultant (ChFC®) and Accredited Investment Fiduciary (AIF®) designations. As well as holding her ChFC® and AIF® designations, she also holds FINRA series 6 and 63 licenses with LPL Financial and her Series 65 license with WCG Wealth Advisors, as well as a Life and Health Insurance license in the state of California.

Carol Ann is an empty nester with three sons and lives in Rancho San Diego, with her husband Morgan and their dog Quinn. In her spare time, Carol Ann serves on the Board for Soroptimist International North San Diego and she enjoys reading, beekeeping, entertaining family and friends, and all forms of exercise.

Carol Ann Donahue, ChFC®, AIF®
Financial Advisor
CA Insurance License #0I97891
7676 Hazard Center Drive, Suite 1050
San Diego, CA  92108
www.FIDESWealth.com

Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors, The Wealth Consulting Group and FIDES Wealth Strategies Group are separate entities.

FIDES Wealth Strategies Group, and WCG Wealth Advisors, LLC do not offer tax or legal advice.

How I can help you:

With more than twenty-five years of experience in the financial services industry, Chris is a professional who cares deeply about the best interests of his clients. He prides himself on the meticulous care and attention he gives every client. In January 2015, Chris co-founded FIDES Wealth Strategies Group. The firm’s name is based on the ancient Roman term for reliability, representing a sense of mutual trust between two parties. Always striving to maintain that spirit of trust and steadfastness, Chris remains dedicated to his clients’ needs. He works primarily with high-income professionals, executives, retirees, and business owners in various industries, helping them work toward their financial goals.

What makes me knowledgeable:

Chris holds some of the industry’s highest designations and educational credentials. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and a Chartered Life Underwriter (CLU®). He holds a Bachelor of Science degree in business finance from San Diego State University, and a Master of Science degree in financial services from the American College of Financial Services. Chris went on to earn a Doctor of Philosophy (Ph.D.) in Financial and Retirement Planning in December 2021 from the American College of Financial Services. He has represented the financial planning profession for more than two decades. He has served many times on the board of the Financial Planning Association of San Diego, including one term as president, and was elected by his peers to serve as a National Financial Planning Association (FPA) Board Member from 2010-2012. He was appointed by the CFP BOARD to serve on their Commission on Standards (2016-2018) and their Commission on Sanctions and Fitness (2021 to present).

Getting to know me:

Chris is dedicated to supporting his fellow professionals in a variety of volunteer roles. He represented more than 19,000 LPL Financial advisors by serving on the LPL Financial Advisor and Ambassador Councils.  He also enjoys supporting the next generation of new financial planners by teaching in the financial planning programs at San Diego State University and U.C. Berkeley. He and his wife Karen are San Diego natives who now live in the Mount Helix area with their three daughters Addisyn, Piper & Marissa.

Christopher T. Rand, Ph.D., CFP®, CLU®
Managing Partner, Personal CFO
CA Insurance License #0B84066
7676 Hazard Center Drive, Suite 1050
San Diego, CA  92108
www.FIDESWealth.com

Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors, The Wealth Consulting Group and FIDES Wealth Strategies Group are separate entities.

FIDES Wealth Strategies Group, and WCG Wealth Advisors, LLC do not offer tax or legal advice.

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 two mutual funds.

Jim has built fundamental, risk-based, and quantitative investment strategies using mutual funds, ETFs, and equities as well as those focused on alternatives or technical analysis. He has built models emphasizing active management, passive management, a blended Core-Satellite approach, and single or multi-factor approaches.

More recently, Jim helped oversee the portfolio management, analysis, and due diligence for $4 billion of managed assets at Allworth Financial.

Jim holds the Chartered Financial Analyst^® designation and the Chartered Market Technician designation. He also is a full member of the Chartered Alternative Investment Analyst Association^®. He graduated with a Bachelor of Science in International Business Management from Brigham Young University –Hawaii with Mandarin as the foreign language. Prior to college, Jim served a two-year mission for his church in the Philippines. He speaks fluent Tagalog. 

Jim loves nature, reading, writing, hiking, good movies, and going to the lake, river, or beach with his family and dogs.

_Disclosures:

_{Jim Worden is an Investment Advisor Representative of WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. He is not affiliated with LPL Financial, LLC.}

Jimmy is the Founder and CEO of The Wealth Consulting Group (WCG). He began his career in 1995 after graduating from college. He was self-employed from the very beginning and has grown WCG as an entrepreneur into a wealth management firm with a national presence. After almost two decades of managing branch offices and supervising other financial advisors for two Fortune 100 financial companies, Jimmy founded WCG's current business as a SEC Registered Investment Advisor (RIA) in Oct. 2014. He also became affiliated with LPL Financial for brokerage services. The Financial Advisor publication recognized WCG as the 5th fastest growing RIA in 2016 and by Investment News for Excellence in Diversity and Inclusion in 2018*.

The financial media call on Jimmy for his knowledge in investing and the advisory industry. He appears regularly on CNBC, Fox Business, Yahoo Finance, and TD Ameritrade. He has been profiled and quoted in the Wall St. Journal, Marketwatch, Bloomberg, Financial Planning, Forbes, and many other financial publications.

Jimmy is grateful for his teammates at WCG and the firm's clients. "I am proud of the company that we have. At the core are many good people with great values who try hard to help our clients in any way they can. I believe that we are making a real difference in people's lives and the many communities that we serve. My goals are to continuously learn, get better, and to make a difference in as many lives as I can."

Jimmy lives in Las Vegas, where he helped start the WCG Academy of Business and Entrepreneurship at Faith Lutheran High School. He supports the UNLV Foundation and other charitable organizations.

*Financial Advisor Magazine’s 2017 Top 50 Fastest Growing RIAs based on annual growth in assets under management (AUM) during calendar year 2016. Minimum of $250 million in AUM required for eligibility in ranking.

InvestmentNews’ Excellence in Diversity & Inclusion award based on nominations by a committee of InvestmentNews representatives and judges from the advice business. For advisory firm awards, nominees must be registered investment advisory firms, independent broker-dealer affiliates, or branch offices of a wirehouse, insurance firm, or brokerage, and have fostered diversity and inclusion within their own firms, among clients, or within the financial advice industry as a whole.

Joshua Medeiros joined FIDES Wealth Strategies Group in early 2026, bringing a strong background in leadership, operations, and team management. Prior to entering financial services, he built his career in
hospitality management, where he led high-performing teams of 30 to 50+ individuals. That experience shaped his disciplined, process-driven approach and commitment to delivering exceptional service. 

Joshua is passionate about building trusted relationships and contributing to a collaborative, integrity-driven team environment. He remains dedicated to continuous professional growth to better support clients and the FIDES team.

Joshua and his partner, Hailey, welcomed their first child in late 2024 — an experience that further deepened his appreciation for long-term planning and building a secure future for the next generation. Outside of work, he enjoys hiking, traveling, and living an active lifestyle.

How I can help you

With more than a quarter century in the financial service industry, Marc is an experienced financial professional who puts the best interests of his clients first. He prides himself on the care and attention he provides to every client, while also focusing on the processes that help clients on the path to financial freedom. In January 2015, Marc co-founded FIDES Wealth Strategies Group. The firm’s name is based on the ancient Roman term for reliability, representing a sense of mutual trust between two parties. Always striving to maintain that spirit of trust and steadfastness, Marc remains dedicated to each client’s needs and goals. He works primarily with high- income professionals, executives, retirees, and business owners in various industries, helping them work toward their financial goals.

What makes me knowledgeable

Marc is a Chartered Advisor for Senior Living (CASL®) and an Accredited Investment Fiduciary (AIF®), which helps him advise clients around many intricate issues and summarize those into easy-to-understand solutions. Marc carries a series 66 license and California insurance license. Marc was the co-host of “Your Family Matters” Saturdays at noon on KCBQ AM 1170 for seven years.  He has been a featured speaker on many financial literacy issues for some of Southern California’s top Fortune 500 companies, helping their employees better understand how to become more financially independent.

Getting to know me

A San Diego native, Marc and his wife Kim live in the Point Loma area with their seven children. When he’s not at the office, Marc enjoys travel, golf and live music.

Marc A. Gallo, CASL®, AIF®
Managing Partner, Personal CFO
CA Insurance License #0C15262
7676 Hazard Center Drive, Suite 1050
San Diego, CA  92108
www.FIDESWealth.com

Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors, The Wealth Consulting Group and FIDES Wealth Strategies Group are separate entities.

FIDES Wealth Strategies Group, and WCG Wealth Advisors, LLC do not offer tax or legal advice.

Mark is the Chief Investment Officer and the Managing Partner of the Phoenix branch of WCG. As a result of his education and experience, Mark is well-positioned to assist individuals, families, and businesses with their asset, income, and wealth protection needs. By working closely with his clients to develop their personal strategy to accumulate wealth, reduce taxes, maximize their retirement programs, and secure appropriate protection instruments, he believes his clients are better able to pursue their individual needs and objectives. He seeks to accomplish this through careful portfolio analysis, asset allocation review, the development of individually tailored financial strategies, and regular performance reviews.

Previously, Mark has served as the Investment Specialist for New England Financial in Arizona for 20 years and was a Master Agency Builder for the firm. He has a B.S. degree in Finance from Arizona State University and an MBA with an emphasis in international finance from Western International University.

With his many years of experience and desire to help people, Mark offers the insight clients require to help them pursue their financial goals and investment objectives.

Mark is a second-generation Arizonian. He and his wife Phyllis live in Scottsdale and have two daughters.

Mark Senseman is solely an investment advisor representative of Wealth CG, and not affiliated with LPL Financial.

Paisley is a portfolio manager and multi-asset strategist at Simplify focused on product innovation, thought leadership and portfolio management. Prior to Simplify, she was a client portfolio manager and strategist for Invesco's Multi-Asset Solutions team, overseeing the business management and growth of the investment team strategies. Her responsibilities included discussing strategy and investment insights as well as macro views. She was a frequent author of thought leadership and marketing initiatives.

Additionally, she has held the role of short-duration fixed income portfolio manager at Wells Capital Management (now known as Allspring), and institutional account manager at PIMCO. Ms. Nardini earned a BBA degree in financial markets from the University of Minnesota – Duluth. She is a Chartered Financial Analyst® (CFA) charterholder and Chartered Alternative Investment Analyst (CAIA) professional. Ms. Nardini is the president of the CFA Society Orange County in Southern California as well as a founding investment committee member for the Second Harvest Food Bank of Orange County.

Rommel Palomera joined the FIDES Wealth Strategies Group team in July 2024. He brings with him over a decade of financial services experience, most recently working in the LPL Financial corporate headquarters where he assisted advisors with the various investments available to them through LPL Financial. His expertise and dedication to integrity will be a valuable addition to our team.

Rommel is a CERTIFIED FINANCIAL PLANNER™ and holds a Bachelor of Science degree in business management from San Diego State University.

FIDES Wealth Strategies Group’s client base consists predominantly of high- income tax-bracket professionals, executives, retirees, and business owners in various industries.

We have experience in the following areas: 

• Comprehensive Financial Planning
• Tax Advantaged Investment Planning
• Insurance
• Benefits Plans for Business Owners & Employees
• Estate Planning
• Tax Conscious Strategies
• Fee Based Asset Management Account

Rommel was born and raised in San Diego and grew up in Alpine. He lives in La Mesa with his wife, Andrea. Outside of work, Rommel enjoys spending time watching the Padres, cooking, gardening, and working on house projects alongside his wife. Rommel and Andrea have a dog named Benny, who enjoys sleeping and going on walks.

Ryan joined our team in early 2021, bringing nine years of experience in the financial services industry. Ryan started his career at North Island Credit Union, working out of branches all over San Diego and eventually became the only remotely based financial advisor, covering both San Diego and Los Angeles territories. During his time as the remote advisor, Ryan learned how to effectively utilize financial technology to support clients and this experience became invaluable during the pandemic when many advisors and clients were forced to work remotely on investment and retirement planning. Combining his knowledge from both the banking and investment management worlds, he now serves FIDES clients with dedication and detail-oriented care.

FIDES Wealth Strategies Group’s client base consists predominantly of high- income tax-bracket professionals, executives, retirees, and business owners in various industries.

We have experience in the following areas:

Ryan is passionate about educating clients in investing and retirement planning. He believes that these concepts give clients confidence in their plans and help them to reach their long-term goals.

A San Diego native, Ryan and his Wife Katie live in Lakeside, and you can often find him hiking around the local trails or spending time with his family.

Ryan Davis AIF®
Personal CFO
CA Insurance License #0I97828
7676 Hazard Center Drive Suite 1050
San Diego, CA. 92108
Tel. (619)546-6013 Fax (619)546-6211
rdavis@FIDESWealth.com

Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor.  WCG Wealth Advisors, The Wealth Consulting Group and Fides Wealth Strategies Group are separate entities.

Fides Wealth Strategies Group, and WCG Wealth Advisors, LLC do not offer tax or legal advice.

Talley is the Chief Market Strategist of The Wealth Consulting Group (WCG). In this role, he is responsible for formulating and communicating his views on the economic and investment landscapes, with a focus on stocks. Mr. Léger approaches markets from a thematic, holistic perspective.

Talley was recently inducted to Marquis’ Who’s Who as an honored listee and has over 25 years of experience in financial services. Prior to WCG, he was a Managing Director and the Senior Equity Strategist at Raymond James and the Senior Equity Strategist at Invesco. Mr. Léger was also the founder of Macro Vision Research and held other prominent strategist roles at Barclays Capital, ISI, Merrill Lynch, RBC Capital Markets, and Brown Brothers Harriman.

Mr. Léger is an author of the book, “From Bear to Bull With ETFs,” a four-star Amazon Best Seller.* He has been a guest columnist for The Big Picture and Data Watch on Bloomberg Brief Economics, as well as a contributing author on Seeking Alpha. Talley has been quoted widely in Associated Press, Barron’s, Bloomberg, Business Week, Dow Jones Newswires, Financial Times, MarketWatch, Morningstar Magazine, The New York Times, and The Wall Street Journal. Mr. Léger has appeared on Bloomberg TV, Business News Network (BNN) TV, CNBC, Reuters TV, TD Ameritrade, The Street, Yahoo! Finance, and has spoken on Bloomberg Radio.

Talley earned a Master of Science in Financial Economics and a Bachelor of Music from Boston University in 2000 and 1998, respectively.

*“From Bear to Bull With ETFs” (2nd ed.), by David R. Kotok and Talley D. Léger, published by Cumberland Advisors Publishing (2014).

Bachelor of Science, Finance

Series 7 registration held through LPL Financial. Series 66 registration held through WCG Wealth Advisors and LPL Financial.

Victor Orozco is one of the managing partners at Bair Financial Planning. His role at our firm is centered around operations. Most notably, managing our clientele through the financial planning process, as well as conducting comprehensive analysis on investment portfolios. Victor has been working with Bair Financial Planning for over 13 years. He graduated from San Diego State University in 2006 with a Bachelor's of Science in Finance. 

Victor’s goal is to uphold Bair Financial Planning’s mission: “We create trusted relationships, allowing our clients to shift the burden of financial matters to us and regain time for their passions”. Victor's zeal for solving puzzles and creating relationships with people gave him the fundamental tools to truly be passionate about what he does day in and day out for our clients. He sits on the Investment Strategy Committee for the Wealth Consulting Group and co-manages the High Impact Portfolios. These portfolios consider Environmental, Social and Governance factors in addition to financial due diligence when evaluating investment options. This can give clients an opportunity to align their wealth with their values.

You can find Victor and his wife, Bethel, in their neighborhood of Little Italy. If you need a recommendation to a restaurant or a great vendor at the Farmer’s market in that neighborhood, they are your people. They both love to travel. From Bora Bora to Boston, they are always on the move. However, when it comes to their sports teams they do not always see eye to eye. Bethel cheers on all teams Boston. Victor roots on the Los Angeles Dodgers, New Orleans Saints (he is a recent San Diego Charger convert), and of course his San Diego State Aztecs!

Victor Orozco is a registered representative with LPL Financial.