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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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Videos

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Hale Lamb & Associates | Jul 28, 2022

Video: Easy Ways to Financial Health

Finance

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or

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Hale Lamb & Associates | Jul 28, 2022

Video: Investing with a Financial Advisor

Investments

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Hale Lamb & Associates | Jul 28, 2022

Video: Why Financial Literacy Is Important

Finance

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or

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 The financial consultants of Hale Lamb & Associates are registered representatives with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. 

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 

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