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Michele Lantz

Advisor at World Investment Advisors, LLC

Updated today
World Investment Advisors, LLC logo

Firm

World Investment Advisors, LLC

Location

Lancaster, CA 93534

Credentials

Series 63

Industry experience

34 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Work history

Pensionmark Securities, LLC

2017 - Present (9 years)

Pensionmark Financial Group, LLC

2015 - Present (11 years)

Capfinancial Securities, Llc.

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Eriberto N

Series 66

Palmdale, CA

Merrill

Eriberto Nieto is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 17 years of experience in retirement, income, and corporate 401(k) planning. He adopts a comprehensive approach to wealth management, focusing on understanding each client's family, financial situation, and priorities. Eriberto develops customized strategies that remain flexible to accommodate clients' evolving needs and market conditions. His services integrate access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to address a wide range of financial needs. Eriberto’s areas of expertise include college education planning, corporate benefits, divorce transition planning, executive compensation, legacy planning, managing new wealth, portfolio management, and retirement income. He holds professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree in Finance from San Jose State University. In addition to his professional work, Eriberto follows Merrill’s tradition of community involvement and dedicates time volunteering with local organizations. Outside of work, he enjoys boating, golfing, skiing, and spending time with his family.

Retirement income strategy Wealth management Retirement withdrawal strategies College savings (529s, UTMA, etc.) Divorce financial planning

Robyn L

CFP®, Series 63, Series 65

Lancaster, CA

Merrill

Robyn Lawhon serves as an Associate Resident Director and Wealth Management Advisor at Merrill, where she provides personalized wealth management strategies tailored to clients' individual goals and changing market conditions. She offers clients access to Merrill’s investment insights alongside Bank of America's banking and lending solutions. Her approach centers on developing a comprehensive Personal Wealth Analysis to align financial planning with clients' priorities, particularly for those navigating major life events or seeking clarity about their financial future. Robyn’s expertise encompasses areas such as college education planning, family wealth management, retirement planning, portfolio management, tax minimization, and supporting women with wealth. She holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Her educational background includes a high school diploma from Vinita High School. Robyn is also involved in professional organizations such as CIVMIL. Originally from Oklahoma, Robyn relocated to Southern California in 2005. Outside of her professional responsibilities, she enjoys painting with watercolor and acrylics, golfing, reading, traveling—particularly around the American Southwest—and spending time with her family. She is interested in genealogy and participates in community volunteer activities aligned with Merrill’s tradition of engagement.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Women Professionals

Lizbeth L

Series 63, Series 66

Lancaster, CA

Merrill

Lizbeth Landey is an International Wealth Advisor with Merrill Lynch Wealth Management. She focuses on providing wealth management services tailored to high net worth and ultra-high net worth clients, including families and institutions. Lizbeth’s approach emphasizes a goals-based wealth management process that integrates all aspects of a client’s financial life, aiming to help clients prioritize and achieve their most important financial objectives through ongoing collaboration and strategy adjustments. Her expertise covers a range of areas including divorce transition planning, family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Lizbeth holds the Personal Investment Advisor (PIA) designation and is bilingual in English and Spanish. Lizbeth completed her high school education at Academia del Perpetuo Socorro and earned a Bachelor’s Degree from the University of Miami. Outside of her professional work, she enjoys boating, fishing, and spending time with her family.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Tax-loss harvesting

Eric D

Series 63, Series 66

Palmdale, CA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Inheritance planning Real estate investing Founder/Business Owner
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Mayank M

CFP®, PFS™

Palmdale, CA

Neya Capital

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Jazzmine T

Series 65

Palmdale, CA

Acrylic Financial, Inc.

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