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Richard L

Series 63, Series 66

Laguna Niguel, CA

Laguna Niguel Summit Wealth Management, LLC

Richard Ligotti is a financial advisor with Laguna Niguel Summit Wealth Management, LLC, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with the firm since 2016. In addition to his advisory role, Ligotti is a licensed independent insurance agent offering life, long-term care, and indexed annuities. Laguna Niguel Summit Wealth Management provides financial, retirement, and insurance guidance primarily to mass-affluent and some high-net-worth individuals, families, small businesses, and pension and nonprofit plans. The firm offers planning services and insurance recommendations, referring clients to third-party investment managers and strategically utilizing turnkey asset management programs.

Retirement income strategy
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