Gali Sherman
Investment adviser representative at The Wealth Consulting Group
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Osaic Advisory ServicesSep 2026 to now
- The Wealth Consulting GroupApr 2023 to now
- Naviguide Wealth Partners IncFeb 2017 to now
- Naviguide Financial & Insurance Services, Inc.Jul 2012 to now
- Naviguide Wealth Partners, IcnJul 2012 to now
- Cetera Advisor NetworksFeb 2017 to Apr 2023
- Cwm, LLCFeb 2017 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
The Wealth Consulting Group
Legal name: Wcg Wealth Advisors, LLC
$6.3BAssets managed
12,940Clients
127Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3008965
- Firm CRD
- 173194