Redondo Beach, CA Office

James De Falco is a financial advisor with LPL Financial in Redondo Beach, CA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2017 and previously was with National Planning Holdings and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Daniel Chory is a CFP®-certified financial advisor with four years of industry experience. He is currently with LPL Financial and previously worked at Northwestern Mutual Wealth Management Company and Cycad Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

John Obrien is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Penates Group Inc. and Otto Capital Management, each for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

Travis Lutz is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He previously worked at Allstate Insurance and has operated his own business, Travis Edward Lutz LLC, since 2023. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.