LBDIAS

Led by Monique Marshall, RMA®, AIF® in Dana Point, LBDIAS is dedicated to being your retirement wealth advisor. Expertly shaping a future tailored to your unique aspirations, your Life By Design... Life By Design Investment Advisory Services specializes in Retirement Wealth Management, simplifying the process of aligning your goals with your financial plan- no matter which phase of life you find yourself in. Located in Dana Point... Retirement Wealth Management in Dana Point. Life By Design Investment Advisory Services specializes in tax complexities and wealth transfer.

Also known as: Life By Design Investment Advisory Services

Primary location: Dana Point United States