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 pressures that exist with company owned and branded proprietary products.
**As reported in Financial Planning Magazine, June 1996-2021, based on total revenue
Randy Spinosa, CFP®, CPA, ChFC®
Since 1978, Randy Spinosa has dedicated his efforts to helping clients create and preserve wealth.
Jordan Spinosa, CFP®
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.
Registered Para Planner
Emily received her Bachelor of Science in Communication Sciences and Disorders from Southeastern Louisiana University in 2017. While pursuing her degree, Emily remained an active member of Gamma Beta Phi Honor Society and the National...