Lance
Blount
CFP®, CBDAâ„
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 PLANNERâ„¢
Certified in Blockchain and Digital Assetsâ„
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
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Certain services provided on an educational and guidance basis only.
