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.

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.

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.

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.

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.

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.

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.