Michael Woitkoski, CEPA®
Your Personal CFO. Simplify Your Life.
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Serving Clients Nationwide
Your Personal CFO. Simplify Your Life.
Areas of Focus
- Business Transitions
- Estate Planning
- Exit Planning
- Financial Planning
- Giving
- Insurance
- Investment Management
- Retirement Income Planning
- Tax-Efficient Planning
About Michael Woitkoski, CEPA®
Hi, I'm Michael Woitkoski, Managing Partner and Personal CFO at The Wealth Consulting Group San Diego.As your Personal CFO, my job is to help you pursue the freedom to make lifestyle decisions without financial stresses and burdens. By learning what is most important to you – what I call your personal definition of true wealth – I use my Personal CFO FORMula to work together to create your customized plan. A plan that allows you to pursue your unique dreams and goals so you can enjoy life while addressing your financial concerns.
I have been helping my clients put such plans in place to simplify their lives for over 20 years. After growing up in Western Massachusetts, I earned a B.A. in History from Trinity College in Hartford, CT and moved to San Diego to begin my financial services career, following in my Dad’s footsteps. Growing up, I watched the positive impact he had on the lives of his clients, helping them plan, save and invest in a disciplined manner, which helped give them confidence in their financial futures and the knowledge that they were in a good place to pursue their dreams and goals.
I spent over 16 years with a Fortune 100 company, and in the summer of 2014 decided, along with 3 colleagues, that we were going to move on and begin our own, independent firm, The Wealth Consulting Group. The main catalyst for this move was to gain independence to serve as investment fiduciaries and work in an environment where we represent our clients’ interests first and foremost while helping them work towards building their wealth. I am immensely proud of what we have accomplished in building The Wealth Consulting Group, and our entire focus – our mission – is to give our clients the freedom to make lifestyle decisions without financial stresses and burdens.
My wife Mary and I have a son, Joey, and two cats, Gelato and Spumoni. I am a member of the Advisory Committee of the FACE Foundation (the Foundation for Animal Care and Education), an organization that provides financial assistance to animal owners unable to afford the cost of emergency veterinary care. I am also on the Board of Directors for the United Way of San Diego, and also support other charitable organizations such as the San Diego Humane Society.
In accordance with my own definition of true wealth, I love playing with Joey and teaching him new things such as baseball and basketball, traveling with my family to new and exciting places and learning about their cultures, golfing, reading biographies and historical fiction, and watching baseball and football.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
Primary Location
7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About The Wealth Consulting Group
The Wealth Consulting Group (WCG) San Diego is a boutique financial planning firm that offers individuals, families, and companies a comprehensive wealth management and risk management experience, emphasizing confidentiality, transparency, and concierge level service.We act in a capacity as our client's Personal CFOs, teaming with our alliance partners to provide objective advice, a coordinated approach, and personalized strategies to help our clients pursue their unique financial and investment needs.
Who We Serve
We serve individuals, couples, families, and business owners, and we foster lifelong partnerships that support our clients throughout all stages of life.
Our Services
Acting as your Personal CFO, we help address the full spectrum of wealth management needs, including financial planning, investment management, insurance and risk management, retirement income planning, estate and legacy planning, employee benefits, philanthropic giving, corporate retirement plans, education planning, trust services, tax strategies, and executive compensation and benefits.
We collaborate with your other professional advisors to ensure seamless coordination of your financial strategies in a manner that places your interests first.
Why Work With Us
WCG is owned and operated by principals of the firm and is not controlled by a bank, brokerage firm, or insurance company. Advisors with WCG who provide financial planning and investment advice act in a fiduciary investment capacity working for their client's best interest, which we believe helps align our interests with our clients and remove conflicts that may exist with other financial advisors.
Investment advice is offered through WCG Wealth Advisors, LLC, a registered investment advisor.
Education
Trinity College, Bachelor of Arts, History
Hobbies and Interests
- Animals
- Baseball
- Basketball
- Family
- Football
- Golf
- Reading
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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