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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Wealth Consulting Group | Managing Partner | Jan 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 Angeles | Founder and CEO and Financial Planner and Investment Specialist | Sep 2002 to Jan 2017 | — |
Education
Flagler College
Bachelor of Arts (B.A.), Business Administration and Management, General
1998 — 2002
Skills & Expertise
Others at WCG Wealth Advisors LLC (3)
| Name | Role | Location |
|---|---|---|
| Managing Partner | Des Moines, IA , United States | |
| Managing Partner | Palm Desert, CA , United States | |
| Research and Trading Associate | Provo, UT , United States |