The Wealth Consulting Group
Yessenia Flores is an accomplished office manager with extensive experience in financial services and client relations. Currently serving as Office Manager at The Wealth Consulting Group since December 2018, Yessenia previously held similar roles at Retirement Benefits Group and Diamond Wealth Management, where responsibilities included scheduling client appointments, coordinating seminars, and managing front desk operations. Yessenia began their career at Wells Fargo, progressing through various positions to achieve the role of Personal Banker, effectively servicing individual banking clients. Yessenia holds a degree from the University of Nevada-Las Vegas, completed in 2004.
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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 .