Our Team

Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner as authorized by the Certified Financial Planner Board of Standards, Inc. He is a Chartered Life Underwriter (CLU®).. He holds a Bachelor of Science Degree in Business Finance from San Diego State University, and a Master’s of Science Degree in Financial Services (MSFS) from the American College. Over the past few years, Chris’ media exposure has increased significantly: He has been interviewed on National Public Radio, CNBC’s Closing Bell, Local 8 News, Local 9 News, the San Diego Union Tribune Business Section, and The National Underwriter; has placed articles in various publications; and co-hosted a weekly radio show on 1170 AM KCBQ for seven years.

During his years of experience he has been a featured seminar speaker and was a member of the Better Business Bureau Speakers Bureau. Chris represented the financial planning profession for over a decade. He was a local FPA of San Diego board member serving in many positions to include President and Chair and was then elected by his peers to serve as a National FPA Board Member from 2010-2012. His current volunteer time is spent in a few different areas. He was appointed by the CFP Board of Standards to serve on their Commission on Standards. Chris became an elected official in 2014, elected by local residents to serve as a member of the Valle De Oro Community Planning Group. He also was elected to a 2 year term on the Fuerte Elementary School Site Council.

San Diego natives, Chris, his wife Karen, and three daughters Addisyn, Piper & Marissa live in the Mount Helix area.

CA Insurance License #0B84066

Christopher Rand offers investment advisory services through WCG Wealth Advisors (WCG), a SEC Registered Investment Advisor. WCG, The Wealth Consulting Group, and Fides Wealth Strategies Group are separate entities from LPL Financial.  

WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

Mike entered the financial services industry in 1997 after graduating from Trinity College in Hartford, Connecticut and moving to San Diego. After spending over 16 years with a Fortune 100 Financial Services Firm as both an Advisor and a Branch Manager, Mike moved his practice to The Wealth Consulting Group in late 2014, where he is a Managing Partner.

Mike has built his practice, and continues to measure his success, by the strength and longevity of his relationships with his clients. He strives to continuously provide his clients with a level of service that goes beyond their expectations, and acting as his client's Personal CFO, works diligently to help each client simplify their life by helping identify their personal definition of true wealth and by being the catalyst in filling any gaps in their wealth plan.

Working with individuals, families and businesses, Mike focuses on each client’s specific needs and objectives and delivers customized strategies in assisting his clients to make the most important financial decisions of their lives. He strives for his clients to have clarity regarding their finances that allows them to enjoy life instead of worrying about it.

Mike enjoys traveling with his wife, golfing, and watching baseball and football.

Mike Woitkoski is a registered representative with and securities offered through LPL Financial.

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.

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, he founded WCG’s current business as a SEC Registered Investment Advisor (RIA) in Oct. 2014 and he affiliated with LPL Financial for brokerage services.  WCG has been recognized by the Financial Advisor publication as the 5th fastest growing RIA in 2016 and by Investment News for Excellence in Diversity and Inclusion in 2018*. 

He is called on by the financial media for his expertise 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 all of the firms clients.  “I’m am proud of the company that we have.  At the core are a lot of good people with great values who try very 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.}

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.

Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner as authorized by the Certified Financial Planner Board of Standards, Inc. He is also an Accredited Investment Fiduciary® designee and a Chartered Life Underwriter (CLU®).. He holds a Bachelor of Science Degree in Business Finance from San Diego State University, and a Master’s of Science Degree in Financial Services (MSFS) from the American College. Over the past few years, Chris’ media exposure has increased significantly: He has been interviewed on National Public Radio, CNBC’s Closing Bell, Local 8 News, Local 9 News, the San Diego Union Tribune Business Section, and The National Underwriter; has placed articles in various publications; and co-hosted a weekly radio show on 1170 AM KCBQ for seven years.

During his years of experience he has been a featured seminar speaker and was a member of the Better Business Bureau Speakers Bureau. Chris represented the financial planning profession for over a decade. He was a local FPA of San Diego board member serving in many positions to include President and Chair and was then elected by his peers to serve as a National FPA Board Member from 2010-2012. His current volunteer time is spent in a few different areas. He was appointed by the CFP Board of Standards to serve on their Commission on Standards. Chris became an elected official in 2014, elected by local residents to serve as a member of the Valle De Oro Community Planning Group. He also was elected to a 2 year term on the Fuerte Elementary School Site Council.

San Diego natives, Chris, his wife Karen, and three daughters Addisyn, Piper & Marissa live in the Mount Helix area.

CA Insurance License #0B84066

Christopher Rand offers investment advisory services through WCG Wealth Advisors (WCG), a SEC Registered Investment Advisor. WCG, The Wealth Consulting Group and FIDES Wealth Strategies Group are separate entities from LPL Financial.   

WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services

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.