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Distance Only Dana Point, CA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Isaiah Real (CRD# 5917996) is an Investment Advisor Representative working at Laguna Wealth Advisors, LLC in Dana Point, CA and has over 9 years of experience in the finance industry.
Marc Spiegel (CRD# 1842622) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dana Point, CA and has over 35 years of experience in the finance industry. Marc Spiegel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Summers (CRD# 4340455) is an Investment Advisor Representative working at Lpl Financial LLC in Dana Point, CA and has over 23 years of experience in the finance industry.
Ryan Thomason (CRD# 6378339) is an Investment Advisor Representative working at Optivest, Inc. in Dana Point, CA and has over 9 years of experience in the finance industry.
Jason Topor (CRD# 4897470) is an Investment Advisor Representative working at Klein Pavlis & Peasley Financial, Inc. in Dana Point, CA and has over 19 years of experience in the finance industry.
Pamela Zedick (CRD# 4554821) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Dana Point, CA and has over 21 years of experience in the finance industry. Pamela Zedick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mario Zita (CRD# 1851838) is an Investment Advisor Representative working at Laguna Wealth Advisors, LLC in Dana Point, CA and has over 35 years of experience in the finance industry.