Rommel Palomera Salas

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

• 10/2017 → 07/2024
  Lpl Financial
  San Diego, CA
• 09/2012 → 10/2017
  Wells Fargo Bank
  San Diego, CA
• 08/2015 → 01/2017
  Uber
  San Diego, CA
• 07/2024 → Present
  Wcg Wealth Advisors, Llc
  San Diego, CA

Previous Registrations

• 2019-01-28 → 2024-07-17
  Lpl Financial Llc
  San Diego, CA
  La Mesa, CA

Other Businesses

1. 07/16/2024 - WCG Wealth Advisors, LLC - DBA: Fides Wealth Strategies Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/17/2024- 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-07/2024Y. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-28

Designations

• Certified Financial Planner

Other Names

• Rommel Palomera Salas
• Rommel Palomera
• Rommel Salas