Laguna Wealth Advisors, LLC of Dana Point

Laguna Wealth Advisors, LLC of Dana Point is a wealth management firm in Dana Point, CA, located at 24551 Del Prado Ave. This boutique Registered Investment Advisory firm provides personalized financial planning and investment advisory services to individuals, families, business owners, corporations, entrepreneurs, and trusts. Operating as a fee-only fiduciary, the firm prioritizes client interests through the stages of wealth creation, growth, and preservation.

The firm’s approach integrates client objectives into personalized written plans that are updated as life circumstances change. Financial planning involves a complete review of assets, retirement benefit programs, insurance contracts, potential income and estate taxes, and wills or trust agreements. As a fee-only firm, it provides both discretionary and non-discretionary investment advice. The investment process utilizes a top-down asset allocation method, constructing portfolios based on client risk tolerance. Equity portions may include market-index ETFs, sector ETFs using a relative strength algorithm, individual stocks, or mutual funds, while fixed income is addressed through mutual funds and ETFs. Alternative investments may be included when suitable to manage risk or enhance returns.

The advisory team includes John LaBriola, a Certified Financial Planner who has provided financial services expertise since 1993. John holds a Bachelor of Science in Civil & Environmental Engineering from the University of California, Irvine, an MBA from the University of Southern California, and earned his CFP designation in 2006. He resides in Dana Point with his wife, Debbie, and they are former US National Senior Roller Dance Skating Champions. Isaiah Real, also a Certified Financial Planner, specializes in retirement planning and holds a B.A. in Business with a concentration in Finance from California State University, Fullerton. The firm also employs Mario Zita and Ryan Labriola at the Dana Point office.

Laguna Wealth Advisors, LLC of Dana Point provides professional financial planning and investment management for clients in South Orange County.

The business is situated on Del Prado Avenue, just a short distance from the Dana Point Post Office and Pacific Coast Highway.

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