FIDES Wealth Strategies Group

Guiding clients towards realizing their vision of security and fulfillment

Thanks!

Your message has been sent.

FIDES Wealth Strategies Group FIDES Wealth Strategies Group

San Diego, CA

Serving Clients Nationwide

Guiding clients towards realizing their vision of security and fulfillment

13 Certified Advisor Reviews™

5 out of 5 Stars

Jump to Reviews

619-546-6012

Website

Primary Advisor Locations

Book Intro Call

Compensation Methods

Fee Based
One-time Financial Plan
Percentage of Assets Managed

About FIDES Wealth Strategies Group

FIDES Wealth Strategies Group is an independent financial and investment planning firm serving individuals, families, and business owners seeking a trusted advisor relationship on their path toward attaining and maintaining financial independence.

As independent wealth managers and financial planning professionals, we earn our clients' trust through a comprehensive process that places their interests first as we seek to provide an unparalleled planning experience.

Who We Serve

We work with individuals and families who value guidance, clarity, and a long-term relationship. We partner with pre-retirees and retirees navigating the complexities of retirement planning, and we serve professionals who are high income earners and/or have much of their net worth tied up in company stock and benefits plans. We also help High-Earner-Not-Rich-Yet (HENRY) individuals optimize their income through strategic planning, and we provide guidance to business owners looking to optimize their finances and plan for long-term growth.

Our Services

Our services include comprehensive financial planning, investment management, retirement planning, estate planning, business services, college planning, employee benefits, and insurance planning.

As your Personal CFO, we bring the full spectrum of wealth management capabilities and resources necessary to address complex financial needs, coordinating the many aspects of your financial life and continuously monitoring your investment strategy.

Why Work With Us

We believe confidence comes from knowing you are working with someone you can trust. Every successful financial journey starts with a conversation and a plan built around what matters most to you, and our process is designed to be thoughtful, collaborative, and entirely focused on your vision.

Christopher Rand, Marc Gallo, Carol Ann Donahue, Ryan Davis and Rommel Palomera are investment advisor representatives of The Wealth Consulting Group an SEC-registered investment advisor, doing business as FIDES Wealth Strategies Group. The testimonials below are written by an existing client of the financial professional. The client received no cash or non-cash compensation, direct or indirect, for this testimonial, and has no material conflicts of interest with the financial professional arising from it. Views are those of a single client, may not represent other clients' experiences, and are not indicative of future performance. WCG 26-156

SEC Lookup

View Disclosure

Who We Serve

Baby Boomers
Business Owners
Corporate Executives
Entrepreneurs
Families
Gen X
Gen Y / Millennials
Individuals
Intergenerational Families
Living in Retirement

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review

By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Great Financial Advice and Service

✅ Wealthtender Certified Advisor Review™

Sep 4, 2026

Carol Ann is a delightful person with which to work. She makes financial issues understandable and is very approachable. Issues are addressed immediately. I have been working with her, Chris Rand, and the Fides team for at least 25 years. Now that I’m retired, I’m reaping the rewards of the financial planning provided by the Fides team. I highly recommend Carol Ann’s expertise.

Relationship to Financial Advisor: Client as of Sep 4, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Cheryl S.

Chris Rand is Exceptional!

✅ Wealthtender Certified Advisor Review™

Sep 4, 2026

My husband and I were one of Chris’ first clients straight out of college. Because of his expertise and honest concern for the finsncial security of my husband and I, he has helped us navigate through many very complicated transactions over the years. At all times he has served us in a timely manner, has given us outstanding advice, and is so very delightful with which to work. Now that my husband has passed away, I am finding myself totally comfortable and secure financially thanks to Chris’ advice over the many years we’ve worked with him. I have no reservations in recommending Chris’ expertise and the Fides group for financial planning and guidance.

Relationship to Financial Advisor: Client as of Sep 4, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Cheryl S.

Chris makes retirement planning easy!

✅ Wealthtender Certified Advisor Review™

Sep 4, 2026

My husband and I have been working with Chris and his team for the last few years. He came highly recommended by my parents, who had increased their wealth tremendously using his services. My dad passed a year ago and Chris has helped my mom navigate her finances as both a professional advisor and advocate. While my husband and I are not yet of retirement age, Chris has made it easy for us to forecast our future in both good times and bad, and provides solid advice for planning for both (and believe me, you need it). Using his guidance, we feel confident we will be ready to retire a couple of years early, something I look forward to every day. Chris's knowledge of the market and financial industry as a whole is unparalleled. He is forward-looking in his approach and sees the big picture. I trust him and FIDES to manage our investments in our best interest.

Relationship to Financial Advisor: Client as of Sep 4, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Kimberly M.

MORE THEN 20 YEARS WORKING WITH CHRIS RAND

✅ Wealthtender Certified Advisor Review™

Sep 3, 2026

My husband and I began working with Chris Rand more than 20 years ago. He increased our wealth more than expected based on projection that I just found from 2005. I became a widow last year and Chris and his team have helped make the financial changes go so smoothly that I don't know what I would have done without his firm.

Relationship to Financial Advisor: Client as of Sep 3, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Christine B.

I could not be more pleased with Chris and Fides Wealth.

✅ Wealthtender Certified Advisor Review™

Aug 25, 2026

I came into a sum of money that required investment. A highly trusted friend with a lot of knowledge about such things recommended Chris Rand. I was new to investing and had many questions and initially required a bit of hand holding. Chris and Fides Wealth could not have been more patient, attentive, responsive, and professional. And I could not be more pleased with the results of their investments.

Relationship to Financial Advisor: Client as of Aug 25, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Lisa

Yearly Update Plus

✅ Wealthtender Certified Advisor Review™

Aug 24, 2026

What can I say except Ryan is the best! ! He takes the time to go over my accounts and make very good suggestions which help so much with my finances! I really appreciate the time and effort he puts into looking after me! He asks relevant questions, listens to my concerns and offers great solutions. He works with a great team at a great company! I have been with this company for many years and know they take the time to look out for what’s best for me! I’m so glad I have Ryan and the whole team as my financial advisers. If you are looking for someone or a good company, you can’t go wrong here!

Relationship to Financial Advisor: Client as of Aug 24, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Elaine Byrnes

Savvy, clarity, professionalism, personal service—and a nice guy at that.

✅ Wealthtender Certified Advisor Review™

Aug 24, 2026

I couldn't help but be intrigued when—as a dear friend recommended Christopher Rand to me—he also mentioned that Chris had a Ph.D. in financial planning. As my wife's and my relationship with Chris began and grew, that savviness showed itself in wonderfully helpful and clarifying ways. Not many months had passed when I further learned that he was also a university-level instructor of financial planning courses—and that, too, had come out as Chris had patiently explained to us the ins and outs of cultivating our own financial resources, here early in our retirement. — We soon got acquainted with Chris's oh so helpful team of professionals, which only deepened our appreciation for the entire office's labors on our behalf. They are ridiculously quick to respond to our questions, our disbursement requests, our neophyte jitters about the markets. We are ever so grateful for the expertise of Chris and his team, and feel secure about their professional, personable caretaking of our investments.

Relationship to Financial Advisor: Client as of Aug 24, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Tim McLaughlin

They are top notch and always have fantastic advice.

✅ Wealthtender Certified Advisor Review™

Aug 23, 2026

I have know Marc and his team for years. They are top notch and always have fantastic advice. I can honestly say he is the best financial advisor I have ever worked with.

Relationship to Financial Advisor: Client as of Aug 23, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Les K.

Where have you been all my life?

✅ Wealthtender Certified Advisor Review™

Aug 21, 2026

Working with Marc has been a great experience. He takes the time to truly understand my financial situation and creates clear, actionable plans. His advice is practical, and his communication is always prompt and professional. I highly recommend his services to anyone looking to get their finances on track. Hiring Marc will save you time and money! I just wish I found him 10 years ago.

Relationship to Financial Advisor: Client as of Aug 21, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jen Fulton

Ready for retirement!

✅ Wealthtender Certified Advisor Review™

Aug 21, 2026

It was not until my husband and I met with Chris Rand and his group at FIDES that I finally felt retirement was achievable. The entire staff was friendly and knowledgeable. Chris and Rommel were always available to answer my many questions. They were great at explaining everything to us in a way that was understandable and reassuring. We are now heading into the next chapter of life confident we will have sufficient finances to live confortably....thanks to Chris!

Relationship to Financial Advisor: Client as of Aug 21, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Sharon Robinson

Fides Financial

✅ Wealthtender Certified Advisor Review™

Aug 20, 2026

Chris Rand and his staff of ficuciaries are absolutely amazing to work with. They are so welcoming, conversant and incredibly knowledgeable in the field of financial investments and retirement planning. Communication, through in person meetings, video conferencing or texting has always been excellent. My wife and I are so pleased with the long term retirement program they have devised for us that we highly recommend their financial expertise in planning your portfolio. I feel so comfortable under their financial guidance that I can't imagine being with any other firm! It's because of their financial acumen that we can both retire comfortably without any future monetary concerns.

Relationship to Financial Advisor: Client as of Aug 20, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Keith Robinson

Bucket List within reach thanks to Chris Rand

✅ Wealthtender Certified Advisor Review™

Aug 5, 2026

Chris Rand has been our financial planner since 2009. To say he provides comprehensive and strategic financial planning is an understatement. With Chris's expert guidance, my husband and I were able to navigate pre-retirement planning, estate planning, and made our insurance selection with the assistance of an independent insurance planner recommended by Chris. I was unsure about when to start collecting Social Security and Chris laid it all out in a way that made sense. The RMD deadlines for withdrawal at age 73 seemed daunting, but Chris did it in January to avoid steep penalties and spikes in our taxable income. In closing, Chris Rand is like a close family member who listens, cares, and gives great financial advice. We trust him implicitly with managing our funds and making all of our financial decisions. We called Chris this week with a question and ended up talking about our "bucket list." The Northern Lights were added to my bucket list this morning, knowing with Chris's financial expertise, we have the savings to do everything on our list.

Relationship to Financial Advisor: Client as of Aug 5, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Darlene B.

Complete Trust

✅ Wealthtender Certified Advisor Review™

Aug 4, 2026

I have been a client of Chris Rand since 2009. Choosing Chris and his team has been the best financial decision I have ever made. Chris’s sound advice and money management has guided me through wealth building and into a comfortable retirement. Even in retirement he proactively manages my accounts to meet the current tax regulations. I have complete confidence in Chris and his team. I trust his advice 100% and know I am in the best of hands. My only regret here is that I am limited to only giving Chris 5 stars.

Relationship to Financial Advisor: Client as of Aug 4, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Steve B

Wealthtender

We Want Your Voice to be Heard

Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.

Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.

The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.

Tips for Writing a Helpful Review

Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!

Be honest. Your rating and review should reflect your actual experience.

Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.

Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.

Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.

Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.

Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.

Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.

➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.

Disclaimers

Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.

If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.

In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.

The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.

Please refer to the Wealthtender terms of service and privacy policy for additional information.

If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.

Thank you for visiting Wealthtender and giving us the opportunity to serve you.