Isaiah Real

Irvine, CA

Verified Identity

Laguna Wealth Advisors

Years of Experience

13 years

Member Since

2022

Allow Me to Introduce Myself

Hello! 👋 Thank you for visiting my page. My name is Isaiah Real, Financial Advisor with Laguna Wealth Advisors, a full service fee-only Registered Investment Advisor firm specializing in Retirement Planning, Investment Management, and Estate & Tax Planning. I love what I do because of the type of...

Clientele

Inheritors

Retirees

Services Provided

Investment Management

Estate Planning Strategies

Financial Planning

Retirement Planning

Specialties and Expertise

Portfolio Construction

Retirement Income

Alternative Investments

Tax Minimization Inv...

High Net Worth Planning

Credentials and Designations

CFP®

Certified Financial Planner™

Click to learn more

Pricing Models

AUM

Education

California State University, Fullerton

B.A. Finance

Obtained in 2014

Disclosures and Proof of License

SEC Profile

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