Broker Check


In addition to below, our team includes our partner LPL Financial, the largest independent broker/dealer in the country**. They assist us in providing the latest in investment platforms, research, and technology. The advantage of independence is access to financial strategies without the conflicts that exist with company owned and branded proprietary products.

**As reported in Financial Planning Magazine, June 1996-2015, based on total revenue

Since 1978, Randy Spinosa has dedicated his efforts to helping clients create and preserve wealth.

Read more

Brittany is a proud graduate of St. Scholastica Academy and Louisiana State University. She began working with Spinosa Wealth Management Group in 2009 after obtaining her Bachelor’s degree.

Read more

Jordan, completed his training and education with Boston University and earned the CERTIFIED FINANCIAL PLANNER™ designation. He has also obtained the FINRA Series 7 securities registration and the State of LA life Insurance License.

Read more