Advisors at this firm
Ryan L
Series 65
Fountain Valley, CA
Laguna Wealth Advisors, LLC
Ryan Labriola is a financial advisor at Laguna Wealth Advisors, LLC, holding a Series 65 license with one year of industry experience. Prior to joining the firm, he worked for 17 years at Fountain Valley Skating Center. Laguna Wealth Advisors serves high-net-worth individuals, professionals, employer-sponsored retirement plans, business entities, trusts, and individuals anticipating or in retirement, offering comprehensive portfolio management and retirement plan consulting tailored through a financial planning process and ongoing monitoring.
Mario Z
Series 63, Series 66
Dana Point, CA
Laguna Wealth Advisors, LLC
Mario Zita is a financial advisor at Laguna Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Daniel Wealth Advisors and GameDay Wealth Group. Outside of finance, he is the sole owner of two Delaware-based companies in development phases: Mano's LLC, focused on Italian pasta sauces, and Tremble Entertainment LLC, which is working on creative media projects including books and films. Laguna Wealth Advisors serves high-net-worth individuals, professionals, retirement plans, business entities, trusts, and estates. The firm provides tailored portfolio management and retirement plan consulting, using a combination of fundamental, technical, and charting analysis along with alternative investment strategies.
John L
CFP®, Series 63, Series 66
Dana Point, CA
Laguna Wealth Advisors, LLC
John Labriola is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Laguna Wealth Advisors, LLC since 2013. He also holds a senior financial advisor role at Sagent Wealth Management, where he has worked since 2010. Outside of his advisory work, he is a partial owner and board member of Fountain Valley Skating Center, a roller skating facility in Fountain Valley, CA. Laguna Wealth Advisors serves high-net-worth individuals, professionals, business entities, and retirement plans, providing customized portfolio management and retirement plan consulting. The firm employs a blend of fundamental, technical, and charting analysis and offers access to a wide range of investment strategies, including option-writing and alternative investments.
Isaiah R
Series 66
Irvine, CA
Laguna Wealth Advisors, LLC
Isaiah Real is a financial advisor with Laguna Wealth Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Laguna Wealth Advisors in 2017, he worked at Purshe Kaplan Sterling Investments, Inc. and Miramontes Capital, LLC. He serves as President of the California State University, Fullerton Alumni Finance Association, facilitating connections between alumni and business school students. Laguna Wealth Advisors serves high-net-worth individuals, professionals, retirement plans, business entities, trusts, and estates, providing portfolio management and retirement plan consulting. The firm customizes portfolios using a blend of fundamental, technical, and charting analysis, and employs a range of investment strategies including option-writing and alternative products.