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Amber R

Series 63, Series 65

Costa Mesa, CA

LPL Financial

Amber Rose is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and one year of industry experience. She has worked at LPL Financial, Karam Wealth Advisors, MST Financial, and Ivanoff Wealth Management Inc. Her background includes six years at Ivanoff Wealth Management Inc. prior to becoming an advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brent R

CFP®, ChFC®, Series 66

Costa Mesa, CA

LPL Financial

Brent Rupnow is a CFP® and ChFC® with 18 years of industry experience, currently advising at LPL Financial in Costa Mesa, CA. Prior to joining LPL Financial in 2025, he worked at Ameriprise Financial Services and Allstate Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a broad platform that supports various investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Maggie Y

Series 66

Costa Mesa, CA

LPL Financial

Maggie Yang is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has worked at several firms, including Ameriprise, Park Avenue Securities, and Guardian Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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