John LaBriola, CFP®
Certified Financial Planner™
John LaBriola
(949) 329-1284
24551 Del Prado, #930Dana Point, CA 92629
USA Laguna Wealth Advisors, LLC
Providing the expertise of a seasoned Wealth Management Professional since 1993, John has successfully guided his clients through all sorts of market conditions. Believing that knowledge is power, John strives to educate his clients. As a Certified Financial Planner™, he listens to your needs, analyzes your data, formulates a plan, and then implements your investments using tactical portfolios.
John graduated from the University of California, Irvine in 1978 with a Bachelor of Science degree in Civil & Environmental Engineering. In 1980 he earned his MBA from the University of Southern California.
In 2006, to deepen his knowledge of Investments and Financial Planning, he earned the Certified Financial Planner™ designation. This designation helps John understand the processes of Investment, Income Tax, Retirement, and Estate Planning in greater depth.
John resides in Dana Point, California, with his wife of 40+ years, Debbie. They have three adult children, two sons and a daughter, and one grandchild. John currently holds the volunteer position of Treasurer on the Board of Directors of his HOA. John and Debbie also have the distinction of being the US National Senior Roller Dance Skating Champions from 1974 – 1978. In their free time they enjoy an active lifestyle traveling, biking, and golfing with family and friends.
Isaiah Real, CFP®
Certified Financial Planner™
Isaiah Real
(949) 332-1120
5000 Birch Street, West Tower, Suite 3000Newport Beach, CA 92660
USA Laguna Wealth Advisors, LLC
Isaiah Real is a Certified Financial Planner™ and a Wealth Management Advisor of Laguna Wealth Advisors, a fee-only Registered Investment Advisory firm based in South Orange County. With over 10 years of experience in financial planning and investment management, Isaiah specializes in helping retirees and those preparing for retirement navigate life's most important financial decisions with clarity and confidence.
As a CFP® professional, Isaiah has met the rigorous education, examination, experience, and ethics requirements set by the Certified Financial Planner Board of Standards. This designation represents the highest standard in personal financial planning and underscores his commitment to acting in his clients' best interests at all times.
Isaiah began his career at a national brokerage firm before transitioning to the independent advisory space, where he could offer more personalized, client-first service. He believes in doing things the right way — always aligning strategies with long-term goals and creating a sense of peace and control for his clients. His approach blends thoughtful planning, proven investment strategies, and leading technology to support financial and legacy goals across generations.
Isaiah earned his B.A. in Business with a concentration in Finance from California State University, Fullerton.
He lives in South Orange County with his wife Maddy, their son Jude, and their mini golden doodle, Wrigley. Outside of work, Isaiah enjoys long-distance running, attending Los Angeles Angels games with his family, and spending quality time with loved ones.
Mario Zita
Financial Advisor, (Currently Enrolled in the CFP Program)
Mario Zita
(949) 996-4063
24551 Del Prado, #930Dana Point, CA 92629
USA Laguna Wealth Advisors, LLC
Providing Financial Planning Services for over a decade, Mario has dedicated his career to helping clients navigate complex market conditions and define what's most important for their financial lives. Mario empowers clients through education to make informed decisions about their finances. Combining an extensive background in predictive analytics and sound financial fundamentals, Mario listens to a client's goals and translates those desires into a tactical investment strategy.
Mario graduated from the University of California, Irvine with a Bachelor of Arts degree in Applied Behavioral Psychology with an emphasis in Computer Science. As a Financial Advisor this experience has been crucial in helping clients clearly define financial goals, identifying challenges, and designing financial strategies. Mario has served a very diverse range of clients from individual households to executives and business owners in advanced markets, to institutions; invoking a skill set that extends beyond typical investment practices to providing sophisticated financial planning and more complex specialized services.
Mario has a notably strong skill set in assessing the unforeseen, often unanticipated, embedded risk in a client's current financial strategy particularly in mitigating estate and income tax liabilities. This insight is exceptionally useful in preserving and transferring wealth, and in generating unburdened retirement income.
As a former business owner and accomplished National Sales Executive himself, Mario understands the burden of meeting a payroll, the unique challenges of acquiring market share, branding, and positioning a brand. Mario's business experience has enabled him to become accomplished at Strategic Business Planning, writing Business Plans and Proformas.
From 2006 through 2010, Mario was a Board Member for First American Federal Credit Union serving his fellow colleagues at CoreLogic. This experience widened Mario's understanding of institutional quality investments and the importance of providing those strategies to individuals for their benefit. Mario created two analytical products to help Credit Unions better serve their members through preemptive financial advice, planning, and implementation.
Before joining Laguna Wealth Advisors, Mario has served individuals, business owners, foundations, and institutions while at Merrill Lynch, ADP Financial, Corelogic, and PFS Investments.