Laguna Hills, CA Office

Christa Varda is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Securities America Advisors, Valley Wealth Strategies, and National Planning Corporation. Outside of her advisory role, she serves as trustee of a family trust and is an officer of a corporation established for tax purposes. OSAIC serves retail and institutional clients through a broad network of affiliated advisers, offering integrated brokerage and investment advisory services supported by firm-provided portfolio construction tools and access to third-party money managers.

Batala Fortes is a financial advisor at OSAIC with three years of industry experience. They hold a Series 66 designation and previously worked at LPL Financial, LLC and Zuk Financial Group. Outside of their advisory role, Fortes serves as trustee of the Manuela A. Fortes Family Trust. OSAIC serves a broad range of clients, including individual and institutional investors, by offering integrated brokerage, financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.