Unclaimed
Anderson Lafontant is a Certified Financial Planner with over 10 years of experience in the financial services industry. Anderson is currently a registered investment advisor representative with Blue Zone Wealth Advisors, LLC, which has an office in Los Angeles, CA. Anderson's areas of expertise include financial planning, pension consulting, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/25/2024 - Present
Blue Zone Wealth Advisors, LLC (LOS ANGELES CA)
IA
Issued 10/21/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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