Laguna Wealth Advisors, LLC of Dana Point

Laguna Wealth Advisors, LLC of Dana Point is a boutique wealth management firm serving individuals, families, and business owners throughout Dana Point, California. Specializing in personalized financial planning and investment advisory services, the firm helps clients navigate all stages of financial life, wealth creation, growth, and preservation, with a focus on long-term stability and goal achievement. With over 30 years of experience in the financial services industry, the firm is committed to integrity, conservative strategy, and fiduciary responsibility. Clients benefit from a comprehensive, written financial plan, active portfolio management, and consistent communication, all designed to deliver predictability and confidence. The firm is highly regarded for its client-centered approach and trusted relationships within the local community.

Laguna Wealth Advisors, LLC is led by John LaBriola, CFP®, a Certified Financial Planner™ with deep expertise in investment strategy, retirement planning, and estate management. Since founding the firm in 1993, John has guided clients through diverse market environments, emphasizing education, transparency, and tailored solutions. The firm operates as a fee-only, registered investment advisory firm, ensuring alignment with client interests. Services include holistic financial planning, discretionary and non-discretionary investment advice, and ongoing portfolio monitoring. The team also collaborates with clients’ other financial professionals to ensure cohesive, coordinated planning across all aspects of wealth.

The firm is located at 24551 Del Prado Ave, in Dana Point, California, situated just a short walk from the Dana Point Post Office and within easy reach of Pacific Coast Highway. It lies about a tenth of a mile from the OC Lifeguard DBA USOS & OC Junior Guards government office, the Dana Point Seasonal Waterfall, and the Plunge Pool, a local lake landmark.

Laguna Wealth Advisors, LLC stands out for its strong reputation, documented expertise, and consistent client engagement. The firm’s well-optimized website and thorough online presence reflect a commitment to clarity and accessibility, reinforcing its credibility in the local financial community. Its long-standing service, fiduciary standard, and personalized approach have earned lasting trust among clients and professionals alike.

As a trusted partner in wealth management, Laguna Wealth Advisors, LLC is deeply rooted in the Dana Point community, helping residents build lasting financial security with a focus on personal values and long-term vision.