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
Certified Financial Planner™
Click to learn more
Pricing Models
AUM
Education
California State University, Fullerton
B.A. Finance
Obtained in 2014
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