Anthony Turcotte, Jr.
Anthony (Tony) moved to California in 2002 after graduating from Flagler College in St. Augustine, FL with a Bachelor of the Arts degree majoring in Business with a minor in Economics. Tony immediately entered the financial advisory business after college and it has been his only profession since. As an entrepreneur at heart he started Wealth Consulting Group Los Angeles (WCGLA) to provide boutique services to his clients while having access to the resources of a fortune 100 company. In addition to running his practice Tony spent ten years overseeing the investment services unit of the Greater Los Angeles branch of a fortune 100 company.
In early 2017 after 15 years Tony merged Wealth Consulting Group Los Angeles into The Wealth Consulting Group. Doing so allowed him to gain access to a greater array of products and services for his clients, allowed him to elevate the overall client experience and the ability to reduce overall client advisory fees. Tony is now the Managing Partner of The Wealth Consulting Group in Los Angeles.
Critical to Tony’s success is his needs-based approach and ability to ask the important sometimes tough questions. Listening, being proactive, confidentiality and transparency while working with individuals, families and business are the foundation of his practice.
Recent Accolades:
2014 Five Star Wealth Manager. Crescendo Business Services, LLC January 2014
2015 Five Star Wealth Manager. Crescendo Business Services, LLC January 2015
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do no pay a fee to be considered or placed on the final list of 2014/2015 Five Star Wealth Managers.
Tony and his wife live in Agoura Hills along with their two boys. Tony believes in and tries his best each day, to live in the moment. He is a proud father and loving husband who enjoys being active with his family along with mountain biking, hiking, working out, and playing sports.
Tony is a Registered Representative with LPL Financial.
Jim Worden CFA®, CMT®, CAIA®
With more than 22 years of professional investment experience, Jim has experience as an advisor, in building and overseeing multiple advisory platforms, and in managing two mutual funds.
Jim has built fundamental, risk-based, and quantitative investment strategies using mutual funds, ETFs, and equities as well as those focused on alternatives or technical analysis. He has built models emphasizing active management, passive management, a blended Core-Satellite approach, and single or multi-factor approaches.
More recently, Jim helped oversee the portfolio management, analysis, and due diligence for $4 billion of managed assets at Allworth Financial.
Jim holds the Chartered Financial Analyst® designation and the Chartered Market Technician designation. He also is a full member of the Chartered Alternative Investment Analyst Association®. He graduated with a Bachelor of Science in International Business Management from Brigham Young University –Hawaii with Mandarin as the foreign language. Prior to college, Jim served a two-year mission for his church in the Philippines. He speaks fluent Tagalog.
Jim loves nature, reading, writing, hiking, good movies, and going to the lake, river, or beach with his family and dogs.
Jim Worden is an Investment Advisor Representative of WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. He is not affiliated with LPL Financial, LLC.
Steven Odendahl
Steve has over 15 years of Financial Services experience. Before joining the Wealth Consulting Group, Steve was the Chief Operating Officer for a MassMutual agency in Denver. Steve has focused on process and operational improvements and building solid cultural relationships throughout his career. He is currently responsible for the firm’s regulatory compliance, among other initiatives. Steve holds the Series 6, 7, 63, and 24 licenses with LPL Financial.
In his free time, Steve enjoys hiking, camping, boating, and other outdoor activities that Colorado is known for. He is also an avid sports fan and enjoys coaching youth basketball and football. Steve is married and has four wonderful children.
William Tangog
William serves as a Research Associate at The Wealth Consulting Group’s Las Vegas office. He joined the firm two months before graduating from the University of Nevada, Las Vegas, where he plans to major in Finance. In college, he was the Director of Philanthropy and the Assistant Treasurer of the Financial Management Association. He was also a part of the First Generation Club, Real Estate Club, and UNLVolunteers. At WCG, he will assist the Trading Manager and the Chief Investment Officer with updating models, systems, spreadsheets, and provide analytics for requesting advisors using MorningStar and Riskalyze.
In his free time, William enjoys playing basketball competitively, hiking, and spending time with families and friends. William is married to his wife, Rhoda, and has one daughter, Taylor.
Cristian Lopez
Cristian Lopez is originally from Vina Del Mar, Chile. In 1998 he earned a tennis collegiate scholarship to the United States, and graduated from Pikeville University with a Bachelor’s Degree in Business Administration. From there he went to work in the Hamptons as a teaching tennis professional. This began his career in tennis, which later brought him to Atlanta as a tennis director for a prestigious country club in Dunwoody, Ga. An important personal achievement in the States was becoming a US citizen in 2013.
The next personal achievement was the following year, 2014, as he co-founded Rome Tennis Management. Cristian led this company for the next 9 years. During his time at Rome Tennis, he and his business partner expanded their business into real estate opportunities as well.
Additionally, during this time Cristian received the Georgia Tennis Professional of the Year and was named to the Pikeville University Hall of Fame. After 25 years as a successful tennis professional career and business owner, Cristian decided to take his passion, networking and leadership skills to join the great team of WCG.
During his free time, he enjoys spending time with his beautiful wife, Jill, and two children, Mateo and Isabella. Cristian loves meeting new people, traveling to new places and listening to live music.
Ryan Kimes CFP®, EA
Advisor Resource Center
Ryan began his career in the financial services industry in 2014 and has since developed a deep understanding of comprehensive financial planning to better serve the clients he works with. As a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent, Ryan is well versed in a breadth of financial planning topics with a specialization in cash flow analysis, retirement planning, and tax planning. In past years, Ryan has held FINRA licenses that include the Series 7, Series 63, Series 65, as well as the California Life & Health Insurance licenses
Ryan graduated from San Diego State University with his Bachelor of Science degree with an emphasis in Financial Services from San Diego State University. Prior to his role as the Director of Financial Planning/Advisor Resource Center at the Wealth Consulting Group, Ryan worked as a Senior Financial Planner at nationally recognized Registered Investment Advisor. In this role, he helped hundreds of households map out their financial lives to better achieve their goals. Before that, Ryan assisted in the complex estate and tax planning needs of high-net-worth individuals as a planner at a local family office.
Ryan joined the Wealth Consulting group to use his experience to educate partner advisors and clients on how to better plan for their futures and pursue their goals. Ryan’s careful consideration of a client’s unique circumstances aid in facilitating client-focused plans and recommendations that put a client’s needs first.
Outside of the office, Ryan is an exercise enthusiast, outdoor explorer, avid reader, and enjoys computer gaming in his down time. He is also a current Master’s of Business Administration candidate at San Diego State University.
"The future belongs to those who believe in the beauty of their dreams." – Eleanor Roosevelt
Talley Léger
Talley is the Chief Market Strategist of The Wealth Consulting Group (WCG). In this role, he is responsible for formulating and communicating his views on the economic and investment landscapes, with a focus on stocks. Mr. Léger approaches markets from a thematic, holistic perspective.
Talley was recently inducted to Marquis’ Who’s Who as an honored listee and has over 25 years of experience in financial services. Prior to WCG, he was a Managing Director and the Senior Equity Strategist at Raymond James and the Senior Equity Strategist at Invesco. Mr. Léger was also the founder of Macro Vision Research and held other prominent strategist roles at Barclays Capital, ISI, Merrill Lynch, RBC Capital Markets, and Brown Brothers Harriman.
Mr. Léger is an author of the book, “From Bear to Bull With ETFs,” a four-star Amazon Best Seller.* He has been a guest columnist for The Big Picture and Data Watch on Bloomberg Brief Economics, as well as a contributing author on Seeking Alpha. Talley has been quoted widely in Associated Press, Barron’s, Bloomberg, Business Week, Dow Jones Newswires, Financial Times, MarketWatch, Morningstar Magazine, The New York Times, and The Wall Street Journal. Mr. Léger has appeared on Bloomberg TV, Business News Network (BNN) TV, CNBC, Reuters TV, TD Ameritrade, The Street, Yahoo! Finance, and has spoken on Bloomberg Radio.
Talley earned a Master of Science in Financial Economics and a Bachelor of Music from Boston University in 2000 and 1998, respectively.
*“From Bear to Bull With ETFs” (2nd ed.), by David R. Kotok and Talley D. Léger, published by Cumberland Advisors Publishing (2014).
