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Wyatt L

Series 65

San Clemente, CA

Creative Financial Designs, Inc.

Wyatt La Londe is a financial advisor at Creative Financial Designs, Inc. with a Series 65 credential and one year of industry experience. His prior work includes roles at Blackmont Advisors and Risk Placement Services, as well as experience outside finance at Wind & Sea Restaurant and several educational institutions. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs asset-class model allocations based on third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Kent L

CFP®, Series 66

San Clemente, CA

Creative Financial Designs, Inc.

Kent Lalonde is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He has been with Creative Financial Designs, Inc. since 2005 and leads the Lalonde Wealth Management Group. Outside of his advisory role, he is involved in independent insurance sales and provides retirement and investment planning, along with life and health insurance services. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and business clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers diverse strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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