Lance
Blount
CFP®, CBDA℠
Here to act in your best interests
About me
With a lifelong curiosity about financial markets and a love of people, being a financial planner has been the perfect calling for me. I get satisfaction from helping my clients achieve their life dreams and create financial security. In my free time, I’m constantly on the go, spending time with family, exploring the outdoors, enjoying live music and cooking.
Certifications
CERTIFIED FINANCIAL PLANNER™
Certified in Blockchain and Digital Assets℠
Education
Bachelor of Arts, Interdisciplinary Humanities - University of San Diego
Visit one of our Locations
Los Angeles V - Orange County
600 Anton Blvd.
Suite 1750
Costa Mesa, CA 92626
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
