Alissa Todd, CEPA®
Your Personal CFO. Simplify Your Life.
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Serving Clients Nationwide
Your Personal CFO. Simplify Your Life.
Areas of Focus
- Business Transitions
- Estate Planning
- Exit Planning
- Financial Planning
- Giving
- Insurance
- Investment Management
- Retirement Income Planning
- Tax-Efficient Planning
About Alissa Todd, CEPA®
Hi, I'm Alissa Todd, Wealth Advisor and Personal CFO at The Wealth Consulting Group.I work with clients on a personalized level, helping them identify their goals and implement strategies toward financial independence and a work-optional lifestyle. My focus is on financial planning and investment management for female executives and business owners.
As the first person in my family to attend college in America and incur student loans, I realized the importance of financial planning and investing for the future. This experience paved the way for me to explore the financial services industry.
Over the years, I have evolved into an advocate for financial literacy, presenting financial concepts in a straightforward, easy-to-understand manner to clients. I have presented workshops and masterclasses on topics such as investing, planning for retirement, managing student loans, and navigating the financial complexities of divorce. I have also been a guest on podcasts and spoken at conferences, including The Women in Insurance and Financial Services National Conference. I am also a mentor for college students interested in financial services through the Aztec Mentor Program.
I grew up in The Netherlands and Ireland, where I learned to speak Japanese, English, and Dutch. My family later moved to Southern California, where I attended San Diego State University and graduated with a degree in Finance.
Outside of work, I enjoy traveling, especially visiting my grandparents in Japan, spending time with family and friends, listening to true crime podcasts, and being by the beach.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
Primary Location
7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About The Wealth Consulting Group
The Wealth Consulting Group (WCG) San Diego is a boutique financial planning firm that offers individuals, families, and companies a comprehensive wealth management and risk management experience, emphasizing confidentiality, transparency, and concierge level service.We act in a capacity as our client's Personal CFOs, teaming with our alliance partners to provide objective advice, a coordinated approach, and personalized strategies to help our clients pursue their unique financial and investment needs.
Who We Serve
We serve individuals, couples, families, and business owners, and we foster lifelong partnerships that support our clients throughout all stages of life.
Our Services
Acting as your Personal CFO, we help address the full spectrum of wealth management needs, including financial planning, investment management, insurance and risk management, retirement income planning, estate and legacy planning, employee benefits, philanthropic giving, corporate retirement plans, education planning, trust services, tax strategies, and executive compensation and benefits.
We collaborate with your other professional advisors to ensure seamless coordination of your financial strategies in a manner that places your interests first.
Why Work With Us
WCG is owned and operated by principals of the firm and is not controlled by a bank, brokerage firm, or insurance company. Advisors with WCG who provide financial planning and investment advice act in a fiduciary investment capacity working for their client's best interest, which we believe helps align our interests with our clients and remove conflicts that may exist with other financial advisors.
Investment advice is offered through WCG Wealth Advisors, LLC, a registered investment advisor.
Education
San Diego State University, Bachelor of Science (BS), Finance
Hobbies and Interests
- Beach
- Family
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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