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Meet our team

Meet Our Team

 

Christopher Rand Ph.D., CFP®, CLU®

Managing Partner and Personal CFO

Marc Gallo CASL®, AIF®

Managing Partner and Personal CFO

Carol Ann Donahue ChFC®, AIF®

Financial Advisor and Personal CFO

Ryan DavisAIF®

Financial Advisor and Personal CFO

Office

7676 Hazard Center Dr. Suite 1050
San Diego CA 92108

Contact Info

Info@FIDESWealth.com
P: (619) 546-6012
F: (619)546-6211
TF: (800)368-0201

   

Schedule an Appointment with your Personal CFO

Christopher Rand, Marc Gallo, Ryan Davis, Rommel Palomera, and Carol Ann Donahue offer investment advisory services through WCG Wealth Advisors (WCG), an SEC Registered Investment Advisor. The Wealth Consulting Group and FIDES Wealth Strategies Group are separate entities

WCG Form CRS

WCG Appendix Wrap Brochure

WCG ADV Part 2a

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