LAGUNA FINANCIAL ADVISORY

Overview

Laguna Financial Advisory is an independent, owner-managed RIA that serves individual and family clients with a mix of fee-based financial planning and portfolio management. The firm operates as a capital allocator: it builds client portfolios primarily from pooled public funds while selectively directing client capital to third-party alternative managers. Laguna supplements advisory services with brokerage and insurance capabilities through its status as a registered representative of a broker-dealer and an insurance broker, and it runs educational workshops and adviser-selection services for clients who need access to outside specialists. The firm does not position itself as an ESG-focused manager and is structured to deliver both discretionary and non-discretionary solutions across relatively modest client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices