Del Mar, CA Carmel Valley Rd Office

Geoffrey Lemoine is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo Clearing and Cetera Financial Specialists. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

Susan Bowers is a CFP®-certified financial advisor with LPL Financial, based in Del Mar, CA, and has eight years of industry experience. She has worked with firms including Seapoint Wealth Advisors LLC and AlphaCore Capital LLC. Bowers is also involved in tax preparation and accounting through Pro Tax Direct. 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.

Giancarla Ferrara is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at JPMorgan Chase, UBS Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. 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 financial planning, portfolio programs, third-party asset management, and institutional platforms, with advice and account management primarily delivered by investment adviser representatives using a range of strategies and tools.

Jennifer Mitchell is a financial advisor with LPL Financial, holding a Series 65 credential and two years of industry experience. Prior to joining LPL Financial, she spent ten years with the Poway Unified School District. She is also involved with Pro Tax Direct, a tax preparation and accounting business. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Matthew Warter is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Russell Investments, Citigroup Global Markets, PlanMember Securities, and CalPro Network Financial Services. He is involved with Swell Wealth Management, a noninvestment-related S corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,900 advisors.

Scott Sutherland is a financial advisor with LPL Financial in Del Mar, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. He serves as a trustee for a family scholarship fund in San Diego. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Chad Taylor is a financial advisor with LPL Financial in Del Mar, CA. He holds the CFP® and Series 66 designations and has 27 years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, RJL Financial Network, and Raymond J. Lucia Companies. Taylor is also a trustee of a revocable living trust and is involved in a tax preparation and accounting business. 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 services including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supported by a large network of advisors and various operational and research tools.

Theresa Houle is a financial advisor with LPL Financial in Del Mar, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior experience includes roles at PlanMember Securities Corporation and CalPro Network Financial Services, as well as operating as a self-employed advisor since 2015. She also owns a non-investment business entity, Franklin Marie Financial, for tax and investment purposes. 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 managers, and supports its advisors with research tools while overseeing over $819 billion in discretionary assets.