Joshua Keith is a financial advisor at Laguna Capital Management, Inc. in Santa Barbara, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Laguna Capital Management since 2015. Laguna Capital Management primarily serves individual and high-net-worth clients, offering discretionary asset management, written financial plans, and retirement-plan consulting. The firm employs active investment techniques and provides annuity analysis and sub-account management through a third-party platform.

Robert Keith is a financial advisor at Laguna Capital Management, Inc. with 52 years of industry experience. He holds a Series 63 designation and has worked at Purshe Kaplan Sterling Investments and managed the Keith Limited Family Partnership. His outside activities include serving as a member of Pneuma Partners LLC, a passive special purpose investment vehicle. Laguna Capital Management primarily serves individual and high-net-worth clients, offering discretionary asset management, written financial plans, and retirement-plan consulting. The firm employs active investment techniques and provides annuity analysis and management through a third-party platform.

Jonathan Keith is a CFP® and holds a Series 66 license, with 13 years of experience in the financial services industry. He has been with Laguna Capital Management, Inc. since 2015. Laguna Capital Management primarily serves individual and high-net-worth clients, offering discretionary asset management, written financial plans, and retirement-plan consulting. The firm employs active investment techniques and utilizes third-party money managers while maintaining fiduciary and custody procedures.