About Isaiah
I am a Financial Advisor with Laguna Wealth Advisors, a full service fee-only Registered Investment Advisor firm specializing in Financial Planning, Investment Management, and Estate & Tax Planning. I established myself in the wealth management industry in 2011. Beginning my career at a major financial securities firm and then transitioned to an independent Registered Investment Advisor firm.
Areas of focus
Credentials & background
Designations
Education
California State University, Fullerton
Clients served
Regulatory
- Firm CRD #167847
The firm
**Firm Bio:** We are a dedicated team of legal professionals committed to providing exceptional service and achieving optimal outcomes for our clients. Our practice encompasses a wide range of legal areas, and we pride ourselves on our client-centric approach, offering personalized attention and strategic guidance tailored to each individual's needs. We believe in clear communication, transparency, and building strong, lasting relationships with those we serve.
24551 Del Prado, #930 Dana Point, CA 92629