Marc Gallo in the News:
Chris Rand in the News:
- How much cash you should keep in your wallet, according to money experts- May 2025***
- Financial Services Review- Retail Investors and Investment Fraud Victims: Is There a Connection?- February 2025***
- Financial Planning Magazine- AI scams are getting harder to spot. How advisors can help- February 2025***
- AARP Magazine- 12 Answers to Money Questions From Your Grandchildren- October 2023***
- Investment News- You and your acronyms: Will a new designation join a long list of financial advisor titles?- September 2023***
- Financial Planning Magazine- Seniors more at risk of losing fortunes than previously thought: FINRA study- September 2023***
- CFP Board Industry Insights- How CFP® Professionals Are Helping Advance the Financial Planning Programs at Their Alma Maters-August 2023***
- The American College of Financial Services Insights- Overconfident and Knowledgeable Investors May Be At a Higher Risk of Investment Fraud- February 2022***
- CFP Board Public Relations Announcement- Commission on Sanctions and Fitness- February 2021***
- Wealthy Clients Should Beware the Millionaires' Tax- September 2019***
- Inside Information- Fiduciary for CFO? March 2017***
- Investment News: Even Low-Tech Tools Can Trip Up Advisers Going Independent- October 2016***
- My friend divorced a millionaire TV executive. Is she entitled to his Social Security? August 2016***
- Plan Ahead to Avoid Financial Shocks***
- CNBC "Closing Bell"- Tomorrow in :30- June 2013***
- Money Makeover: Your Kids Don't Have to Attend an Ivy League School- September 2011***
- Financial Savings 101 for Married Couples- July 2011***
- San Diego Business Journal: Financial Advisory Firms Are Investing in New Employees- January 2011***
- Financial Planners Catch Lofty Draft in Market Tailspin - January 2009***
- Retirement: Timing is Everything - August 31st, 2005***
Old Articles Link Missing:
Marc Gallo in the News:
- KUSI News- Tips & Strategies on Managing Your Finances- January 2013
- KUSI News- How to Reach Your "Magic Number" & Enjoy Retirement- June 2012
- KUSI News- Choosing the Right Investments- March 2012
Chris Rand in the News:
- KUSI News- Dow Jones Reaches Record High- May 2013
- KUSI News- How to Avoid a Scam- February 2013
- KUSI News- Historic Day on Wall Street- February 2013
- KUSI News- Tax Tips to Increase Your Take-Home Pay- January 2012
- KUSI News- Financial Planning- January 2012
- KUSI News- Aftermath of Financial Downgrade- August 2011
- KUSI News- Debt Deadline Approaching- July 2011
- FPA Announces 2010 Board Additions - January 2009
- Union Tribune Picks Up FPA Announcement - January 2009
- Interview with San Diego Union Tribune - May 11th, 2008
- Interview with San Diego Union Tribune - August 8th, 2003
***The article was prepared by a third party for information purposes only. It is not intended to provide specific advice or recommendations for any individual. It contains references to individuals or entities that are not affiliated with WCG Wealth Advisors, The Wealth Consulting Group. FIDES Wealth Strategies Group, and WCG Wealth Advisors, LLC do not offer tax or legal advice. We suggest that you discuss your specific situation with a qualified tax advisor.