How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Thomas J. Wolf, CFP
(949) 218-3854
Tom has been licensed as a Registered Representative of a FINRA Broker Dealer firm since 1985. His current firm is TCFG Wealth Management, LLC. His licenses include those necessary to sell general securities, mutual funds, and limited...
Wesley Wolf
(949) 218-3854
Wesley has been working with Tom since 1998. (That doesn’t include all those early years as a kid of filing statements to earn a buck here and there.) He graduated from the University of San Diego cum laude in 1997. He obtained a...
Alyson White
(949) 218-3854
Alyson has been working for Tom since 2019. Initially starting as a virtual assistant, she is now in the office a few days a week to take care of administrative duties and assist with client relations and marketing. Alyson graduated...
