Maria Spirtos Kiner

Employer firm

The Wealth Consulting Group CRD 173194

$6.28B regulatory AUM 325 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  The Kiner Group
  Rancho Mirage, CA
• 11/2015 → Present
  The Wealth Consulting Group
  Rancho Mirage, CA

Previous Registrations

• 2007-11-17 → 2017-03-28
  The Resource Group Asset And Trust Managers
  Palm Desert, CA
• 2014-06-12 → 2015-12-03
  The Kiner Consulting Group
  Rancho Mirage, CA

Other Businesses

1. I AM SOLE PROPRIETOR AT THE KINER GROUP, LLC 70177 HIGHWAY 11, SUITE 200, RANCHO MIRAGE, CA 92260 FROM 01/2000 TO THE PRESENT. I PRIMARILY HANDLE PERSONAL INVESTMENTS AND REAL ESTATE. 2. I AM SOLE PROPRIETOR AT THE KINER CONSULTING GROUP, 70177 HIGHWAY 11, SUITE 200, RANCHO MIRAGE, CA 92260. I AM A PRACTICING CPA. I WORK PART-TIME, ONLY SPENDING ABOUT 60 HOURS A MONTH ON THIS BUSINESS; ONLY A FEW HOURS PER MONTH WOULD BE DURING TRADING HOURS. THE BUSINESS IS INVESTMENT RELATED. 2. 11/18/2015 - WCG WEALTH ADVISORS, LLC - DBA: THE WEALTH CONSULTING GROUP - REGISTERED INVESTMENT ADVISOR DBA - ADDRESS: SAME AS REGISTERED LOCATION

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-29

Designations

• Certified Financial Planner