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  • Dana Point, California

    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Office

4 ANDANDO,
ALISO VIEJO, CA 92656

23986 Aliso Creek Rd, #225
Laguna Niguel, CA 92677

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Contact

E | brian@halelamb.com

P | 559-691-4020
T | 559-466-9796
C | 949-371-4686
F | 559-691-4068

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The Financial consultants at Hale Lamb & Associates are also registered representatives with and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Hale Lamb & Associates, a registered investment advisor. Financial Advocates Investment Management, Hale Lamb & Associates, and LPL Financial are separate entities.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, ID, MN, NV, OR, and WA Brian – CA Insurance license #0E51988 Gary – CA Insurance License #0C79768

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