Active advisors at Laguna Niguel, CA Cabot Road Office

Warmer can help you find a great advisor at Laguna Niguel, CA Cabot Road Office or one who fits your needs even better.

To learn more about the advisors at Laguna Niguel, CA Cabot Road Office, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Brandon Anderson profile photo Brandon Anderson
Laguna Niguel, CA
8
Anouchka Balog profile photo Anouchka Balog
Laguna Niguel, CA
38
Jack Banning profile photo Jack Banning
Laguna Niguel, CA
33
Ariana Bedolla Medina profile photo Ariana Bedolla Medina
Laguna Niguel, CA
5
Sogol Behrouz profile photo Sogol Behrouz
Laguna Niguel, CA
13
Robert Brown profile photo Robert Brown
Laguna Niguel, CA
43
James Buri profile photo James Buri
Laguna Niguel, CA
17
Kendra Buri profile photo Kendra Buri
Laguna Niguel, CA
19
Ellie Chizmarova profile photo Ellie Chizmarova
Laguna Niguel, CA
15
Paul Chung profile photo Paul Chung
Laguna Niguel, CA
5
Roger Cregg profile photo Roger Cregg
Laguna Niguel, CA
23
William Crowe profile photo William Crowe
Laguna Niguel, CA
41
Charles Doering profile photo Charles Doering
Laguna Niguel, CA
32
Erika Dominguez profile photo Erika Dominguez
Laguna Niguel, CA
4
Sam Fatigato profile photo Sam Fatigato
Laguna Niguel, CA
13
Dina Fernandes profile photo Dina Fernandes
Laguna Niguel, CA
7
Wendy Fortenberry profile photo Wendy Fortenberry
Laguna Niguel, CA
26
Terry Hagerman profile photo Terry Hagerman
Laguna Niguel, CA
30
Aziz Ihani profile photo Aziz Ihani
Laguna Niguel, CA
22
Dina Jones profile photo Dina Jones
Laguna Niguel, CA
28
Yvette Juarez profile photo Yvette Juarez
Laguna Niguel, CA
29
Katie Kelley profile photo Katie Kelley
Laguna Niguel, CA
12
Rita Kikawa profile photo Rita Kikawa
Laguna Niguel, CA
23
Constantine Koukos profile photo Constantine Koukos
Laguna Niguel, CA
35
Titus Lobo profile photo Titus Lobo
Laguna Niguel, CA
10
Gregory Maniaci profile photo Gregory Maniaci
Laguna Niguel, CA
40
Fady Mansour profile photo Fady Mansour
Laguna Niguel, CA
7
Michele Mendiola profile photo Michele Mendiola
Laguna Niguel, CA
5
Christopher Mullery profile photo Christopher Mullery
Laguna Niguel, CA
33
Matthew Owens profile photo Matthew Owens
Laguna Niguel, CA
13
Cara Paynter profile photo Cara Paynter
Laguna Niguel, CA
22
Trevor Plant profile photo Trevor Plant
Laguna Niguel, CA
7
Maria Reid profile photo Maria Reid
Laguna Niguel, CA
10
Robert Rettig profile photo Robert Rettig
Laguna Niguel, CA
22
Gary Roney profile photo Gary Roney
Laguna Niguel, CA
43
Nicole Rosario profile photo Nicole Rosario
Laguna Niguel, CA
5
Steve Schenk profile photo Steve Schenk
Laguna Niguel, CA
30
Steven Schwimmer profile photo Steven Schwimmer
Laguna Niguel, CA
46
David Sedrak profile photo David Sedrak
Laguna Niguel, CA
13
Morgan Strnad profile photo Morgan Strnad
Laguna Niguel, CA
3
Dylan Wong profile photo Dylan Wong
Laguna Niguel, CA
8
Le Ning Zhu profile photo Le Ning Zhu
Laguna Niguel, CA
16
Zachary Zwilling profile photo Zachary Zwilling
Laguna Niguel, CA
19
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)