Advisors at this firm
Donald D
Series 63, Series 66
Ladera Ranch, CA
Salt Capital Wealth Management, LLC
Donald Doungpanya is a financial advisor at Salt Capital Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Salt Capital entities since 2006, as well as US Capital Global Wealth Management and GT Securities. He serves as principal and CEO of Salt Capital Wealth Management and Salt Capital Investment Advisors, providing strategic and financial advisory services. Salt Capital Wealth Management offers investment management, consulting, and financial planning to individuals, business owners, and institutions, including high-net-worth clients. The firm uses a combination of quantitative and fundamental analysis across multiple rule-based strategies and serves institutional clients with specialized offerings such as a futures-capable Trading Opportunity strategy.
Orlando E
Series 66
Ladera Ranch, CA
Salt Capital Wealth Management, LLC
Orlando Espino is a financial advisor with Salt Capital Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, and New York Life Insurance Company. Outside of his advisory work, he is involved with A&B Insurance and Financial, an insurance agency specializing in health, accident, and life insurance. Salt Capital Wealth Management provides investment management, consulting, and comprehensive financial planning to individuals, business owners, and institutions, including high-net-worth clients. The firm employs a combination of quantitative and fundamental analysis across multiple rule-based strategies and offers services tailored to both individual and institutional clients.