Dana Point, CA Office
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Laguna Wealth Advisors, LLC
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Firm-wide stats for Laguna Wealth Advisors, LLC
About
Laguna Wealth Advisors serves high‑net‑worth and individual clients, qualified retirement plans, business entities, trusts and individuals nearing or in retirement. The firm offers comprehensive portfolio management, retirement plan consulting, third‑party money manager/SMA selection and oversight, and standalone estate‑planning services facilitated through Wealth.com.
LWA manages portfolios using a mix of fundamental, technical, charting and cyclical analysis and tailors allocations to clients’ objectives, risk tolerances and liquidity needs. The firm regularly uses third‑party SMA relationships and discloses that, in certain client‑directed situations, borrowing (margin) and derivatives (including options) may be used within separately managed accounts, with such strategies identified as client‑initiated and subject to monitoring.
A noteworthy operational feature is that LWA’s representatives are licensed insurance agents who write non‑registered insurance and annuity business with PKS Financial Services Inc. and may receive referral compensation for structured settlements, which creates additional compensation sources beyond asset‑based advisory fees. The firm also emphasizes SMA oversight and custodial relationships that provide institutional services and benefits to the adviser, and recently added facilitated estate‑planning services via Wealth.com.
Based on Laguna Wealth Advisors, LLC
Expertise
Based on Laguna Wealth Advisors, LLC
Location
Dana Point CA
Advisors at this office
2
Advisors at this office
Mario Z
Series 63, Series 66
Dana Point, CA
Laguna Wealth Advisors, LLC
Mario Zita is a financial advisor at Laguna Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Merrill, Daniel Wealth Advisors, and GameDay Wealth Group. Outside of his advisory role, he owns two companies focused on Italian pasta sauce development and creative media projects. Laguna Wealth Advisors serves high-net-worth individuals, qualified retirement plans, business entities, and trusts, offering comprehensive portfolio management, retirement plan consulting, and estate-planning services. The firm uses a blend of fundamental, technical, and cyclical analysis and incorporates third-party SMA relationships tailored to client objectives and risk tolerances.
John L
CFP®, Series 63, Series 66
Dana Point, CA
Laguna Wealth Advisors, LLC
John Labriola is a CFP® practitioner with over thirty-two years of experience in the financial industry. He has been with Laguna Wealth Advisors, LLC since 2013 and previously worked at Sagent Wealth Management and Merrill. Outside of finance, he is involved as president and partial owner of Fountain Valley Skating Center, a recreational roller skating facility. Laguna Wealth Advisors serves high-net-worth individuals, retirement plans, business entities, and trusts, offering portfolio management, retirement plan consulting, and estate-planning services. The firm uses a blend of fundamental and technical analysis with tailored client allocations and incorporates third-party SMA oversight in its investment approach.
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