Laguna Wealth Advisors, LLC of Dana Point

Laguna Wealth Advisors, LLC of Dana Point is a wealth management firm in Dana Point, CA. It is a boutique Registered Investment Advisory firm providing personalized financial planning and investment advisory services to a select group of individuals, families, and business owners, regardless of their stage in life. The firm offers two core services: financial planning consultation and investment advice. Financial planning work involves a complete review of client assets, retirement benefit programs, insurance contracts, potential income and estate taxes, wills, trust agreements, and other related matters, followed by a written plan, implementation support, and ongoing monitoring. Investment advice is fee-only, with both Discretionary and Non-Discretionary options, and portfolios are constructed to match each client's stated risk tolerance, needs, and goals.

The firm is led by John LaBriola, a Certified Financial Planner practitioner who has worked in wealth management since 1993. He graduated from the University of California, Irvine in 1978 with a Bachelor of Science in Civil and Environmental Engineering, earned an MBA from the University of Southern California in 1980, and obtained the Certified Financial Planner designation in 2006 to deepen his knowledge of investment, income tax, retirement, and estate planning. The team also includes Isaiah Rea, Mario Zita, and Ryan Labriola, each working out of the Dana Point office at 24551 Del Prado Avenue. The firm operates as a fiduciary, meaning client interests are placed first, and partners with clients through the wealth creation, growth, and preservation stages of their financial lives.

The office sits on Del Prado Avenue, right next to the Dana Point Post Office and about a tenth of a mile from Pacific Coast Highway. Nearby landmarks include OC Lifeguard headquarters, the Dana Point Seasonal Waterfall, and the Plunge Pool, all within a short walk.

With over 30 years of experience in financial services, Laguna Wealth Advisors brings deep, credentialed planning and investment guidance to clients in Dana Point and the surrounding coastal communities.