The Wealth Consulting Group
Jim Worden, CFA, CMT, CAIA, currently serves as the Chief Investment Officer at The Wealth Consulting Group since June 2021 and is the Founder, CEO, and CIO of Straightway Financial since April 2020. Prior roles include Vice President of Portfolio Consulting at The Financial Services Network, Director of Research at Allworth Financial, and various investment-related positions at Securities America, Sierra Capital Investors, Wells Fargo Securities, and Prudential Securities. Jim Worden holds a Bachelor of Science in International Business Management from Brigham Young University–Hawaii, completed in 1998, and graduated from El Dorado High School in 1992.
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The Wealth Consulting Group
A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit www.wealthcg.com .