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Isaiah Real | Financial Advisor

Profile img for Isaiah Real, financial advisor at Laguna Wealth Advisors
Irvine, CA
Isaiah Real
Financial Advisor
Laguna Wealth Advisors

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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 people I serve, plain and simple. I enjoy helping people like you plan for their retirement, managing their retirement savings, and watching them grow as a person as they enter this new phase of their life. As an award winning advisor to 300+ families we help guide you on your path to retirement by learning what you want out of life and your money. We help you create a one page retirement plan to get you started, to help navigate the important steps in front of you to make it simple and not overwhelming. We help invest your money in order to achieve what you want out of life. Whether it’s leaving as much of a legacy to your family as possible or using as much as you can on travel and making memories; we are here to help achieve that for you. And lastly, we communicate with you regularly. I feel it’s important to have an open line of communication with your advisor. Throughout the year we provide: ✅ Dedicated reviews to discuss different areas of your retirement planning, investments, estate planning, and tax planning. ✅ Bi-monthly newsletter to share our views on current events and the markets ✅ Monthly “Value-Adds” such as Beneficiary reviews, tax planning reviews, and conducting stress tests to your investment portfolio(s)… just to name a few. When I’m not working you’ll find me: 👶 Taking care of our newborn ⚾️ At an Angels game with my wife, Madycyn. (Go Halos!) 🐾 Walking our Mini Golden Doodle, Wrigley 🏃‍♂️ On a run training for my next half-marathon
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Specialties and Expertise

5
Portfolio Construction
Retirement Income
Alternative Investments
Tax Minimization Investment Strategies
High Net Worth Planning

Clientele

2
Inheritors
Retirees

Credentials and Designations

1
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Certified Financial Planner™

Education

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California State University, FullertonB.A. FinanceYear Obtained: 2014
Quick Facts About Isaiah
Years of Experience:13 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Estate Planning Strategies

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Financial Planning

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Retirement Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Irvine, CA
Isaiah Real
Financial Advisor
Laguna Wealth Advisors
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