Laguna Wealth Advisors, LLC

Specialties

We pro-​actively serve a select group of individuals, families, and small business owners, no matter what their stage — wealth creation, growth, or preservation — with solutions to the complex puzzle of financial planning and investment management by offering a personalized written plan, a systematic approach to active management, and regular communication in order to deliver a higher level of comfort and predictability in the achievement of their long-​term needs and goals.

We also specialize in Divorce Financial Planning, helping people understand their financial assets and giving a 5 – 20 year perspective on proposed settlement options.

History

Established in 2013.

John, the principal and founder, has over 20 years of experience in the financial services industry, starting his practice in 1992. John transitioned from the wirehouse world to the Registered Investment Advisor world in 2010. To provide a more personalized service, Laguna Wealth Advisors was formed.

Meet the Business Owner

John L.

Business Owner

John graduated from the University of California, Irvine in 1978 with a Bachelor of Science degree in Civil & Environmental Engineering. In 1980 he earned a Masters in Business Administration (MBA), with emphasis in Finance and Decision Science, from the University of Southern California.

After 11 years in the telecommunications industry, John began is career in the financial service industry.

John earned the Certified Financial Planner (CFP) designation in 2006 and his Certified Divorce Financial Analyst designation in 2011.

He has been name a Five Star Wealth Manager since 2012 and recognized in the Orange Coast magazine.

John live in Laguna Niguel with Debbie, his wife of 30+ years. They have three adult children. John and Debbie also have the distinction of being the US National Roller Dance Skating Champions from 1974 — 1978. In their free time they enjoy an active lifestyle traveling, skiing, and golfing with family and friends.