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Anthony Turcotte

Managing Partner at WCG Wealth Advisors LLC

Westlake Village, CA , United States

About

Anthony Turcotte, Jr. is the Managing Partner of The Wealth Consulting Group in Los Angeles, where he serves as a Personal CFO and leads a team offering tailored wealth management and financial advisory services to clients in Westlake Village and the Greater Los Angeles area. His role involves overseeing client financial strategies, portfolio management, and expanding the firm's service offerings to meet diverse client needs, with a particular emphasis on individuals, families, and business owners.

With more than twenty years of experience in the financial services sector, Anthony previously founded Wealth Consulting Group Los Angeles, where he focused on boutique investment strategies, and spent a decade directing investment services at the Greater Los Angeles branch of a Fortune 100 company. His expertise spans comprehensive financial planning, retirement strategy development, risk management, and portfolio analysis, serving both personal and small business markets.

Anthony holds a Bachelor of Arts in Business Administration with a minor in Economics from Flagler College. His investment focus areas include equities, fixed income, alternative investments, and holistic financial planning, with a needs-based and proactive approach that prioritizes transparency and client goals. Notably, he was recognized as a Five Star Wealth Manager in 2014 for excellence in client service and industry leadership.

Career History

OrganizationRoleDate RangeDetails
The Wealth Consulting GroupManaging PartnerJan 2017 to Present
A wealth management firm providing personalized attention backed by national resources. We believe that the financial services industry has been commoditized with financial planners, investment adviso...
Wealth Consulting Group Los AngelesFounder and CEO and Financial Planner and Investment SpecialistSep 2002 to Jan 2017

Education

Flagler College

Bachelor of Arts (B.A.), Business Administration and Management, General

1998 2002

Skills & Expertise

Investments
Retirement
Retirement Planning
Financial Services
Insurance
Securities
Strategic Financial Planning
Customer Service
Mutual Funds
Fixed Annuities
Series 7
Employee Benefits
Asset Managment
Pensions
Series 63
Series 65
series 53
Series 6
Financial Modeling
Project Management
Entrepreneurship
Strategic Financial
Microsoft Excel
Project Planning
Finance

Others at WCG Wealth Advisors LLC (3)

NameRoleLocation
Darrin Conrad
Darrin Conrad
Managing PartnerDes Moines, IA , United States
Michele Brigman-Pemberton
Michele Brigman-Pemberton
Managing PartnerPalm Desert, CA , United States
Niko Gamett
Niko Gamett
Research and Trading AssociateProvo, UT , United States