History
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.
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.