Laguna Wealth Advisors, LLC, serves clients in Laguna Niguel. For over 20 years, it has been creating personalized financial plans to help individuals, families, and business owners build, grow, and preserve their wealth. Its process involves assessing clients’ assets, income and estate taxes, insurance contracts, retirement benefit programs, and trust agreements; managing risk-managed investment portfolios; and regularly reviewing plans to monitor progress. The firm’s financial planner, John LaBriola, received the Five Star Wealth Manager award from the Orange Coast magazine.
24551 Del Prado, #930
Dana Point, CA 92629