Kevin Richards, RFC®

KNR Consulting and Wealth Management, Inc.
KNR Consulting Group
Registered Financial Consultant (RFC)

Kevin@KNRconsultinggroup.com

As a Registered Financial Consultant Kevin specializes in helping clients protect their principal, grow their assets ahead of inflation and protect their loved ones by understanding all the insurance options that are available. Kevin is a fully licensed financial advisor able to provide the following services:

  • Social Security maximization
  • Veterans Benefits maximization & processing
  • IRA and 401(k) rollovers
  • Life Insurance and Long Term Care Planning
  • Investment Management

Jean Jacques Widmaier, RFA®

KNR Consulting and Wealth Management, Inc.
KNR Consulting Group
Managing Director

JJ@KNRconsultinggroup.com

Jean Jacques Widmaier is a fee based financial planner, he was born in Los Angeles and proud son of a veteran.  As a successful entrepreneur and business consultant to the financial industry, he discovered his passion in life is helping good people make meaningful decisions, so that they can live great lives.

He builds financial plans for pre-retiree’s and individuals in retirement helping them to achieve financial clarity and peace of mind now, and into the future.

Retirement Plans cover:

  • Social Security maximization
  • State and federal taxes
  • Portfolio allocations
  • Required minimum distributions
  • Roth IRA conversions
  • Real Estate

Eric DiLeo, RFA®

KNR Consulting and Wealth Management, Inc.
KNR Consulting Group
Registered Financial Consultant (RFC)

Eric@KNRconsultinggroup.com

Eric DiLeo has always had a passion for helping others. He is a proud son of a United States veteran. An Orange County native, Eric has spent most of his adult life as a consultant for the insurance, medical and service industries. Eric will tell you that the greatest joy in life is the satisfaction one gets from helping others. Specializing in educating clients on the best available retirement options for their needs, he brings a passion and excitement to the planning process with each and every client he serves.

Eric is an avid sailor, climber and outdoorsman and when not actively helping his clients, enjoys spending his free time with family and friends.


Audrey West, RFA®

KNR Consulting Group
Financial Adviser

audrey@KNRconsultinggroup.com

Audrey West is a resident of Laguna Niguel and enjoys the wonderful community there with her two children, aged 8 and 9.  She has always had a passion for helping others by empowering them through her excellent ability to educate.

Audrey saw the vital need for personal financial education and consultation and became a member of the team of experts at the KNR Consulting Group to be able to help people in her community properly plan out their retirement needs, without the fear of running out of money.


April Valdez

KNR Consulting Group, Inc.
Lead Account Manager

April@KNRconsultinggroup.com

April Valdez was born and raised in Orange County, California.  She is currently pursuing a bachelor’s degree in Business Administration with a focus on Accounting and Information Systems. For KNR Consulting Group, she enjoys helping clients with any questions they might have. Whether it is a statement or an account balance, she is just one phone call away.

Every weekend, April likes to play soccer with the Orange County Soccer Women’s League and enjoys pick up soccer games with her college classmates.


Denise Popoca

KNR Consulting Group, Inc.
Account Manager

Denise@KNRconsultinggroup.com

Denise Popoca is currently our account manager servicing all of our clients’ needs. She also helps organize our advisers’ educational webinars.

She is pursuing a bachelor’s degree in Business Administration from California State University of Fullerton. On her free time, Denise enjoys exploring new trails and parks in the cities of Orange County with her daughter and son, aged 2 and 10.


Jessica Bayardo

KNR Consulting Group, Inc.
Receptionist

Jessica@KNRconsultinggroup.com

As a receptionist at KNR Consulting Group, Jessica is responsible for connecting the advisors with their clients. She also handles marketing and administrative work for our team. She is at the forefront of communications within KNR Consulting Group.

When Jessica isn’t working, she is busy pursuing her Bachelor’s degree in Psychology. She also enjoys spending her free time with her 1 year old daughter.


Vera Phipps

KNR Consulting Group, Inc.
Client Relations Manager

Vera@KNRconsultinggroup.com

Vera Phipps, who recently moved to San Clemente from Kiev to join her husband, finds her calling in helping others.

Since a young age, her passion for understanding how the world worked blossomed in the financial services industry. With a tenure of experience beyond her age, the breath of her skills spans across multiple successful projects in M&A, bank acquisition, commodity trading, wealth management & tax planning throughout Europe and the Middle East.

She has a master’s degree in corporate finance and holds a Life and Health insurance license.

Being curious and adventurous by nature Vera is a world traveler and spends her free time discovering new places, sailing, painting, and constantly trying something new.


Strategic Partners

We work with various tax and legal professionals in our area so as to provide a comprehensive tax, legal and financial plan.