Relationships

We draw from the collective experience of our team and our network of professionals in related industries.

 

Founding Principal

Jeff La Bri CFP®, CLU®, MBA

Specializes in custom designed wealth management strategies and coordination of advanced estate planning.  Licensed as a Certified Financial Planner™ Professional, Chartered Life Insurance Underwriter, Jeff earned a Bachelor in Science in Electrical Engineering from the University of Wisconsin and he also earned his MBA from Marquette University. CA Insurance License #OG90660.


First Allied Securities, Inc. - Broker/dealer services

Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses. Our exclusive business development platform has been expertly constructed to provide entrepreneurial financial advisors with one of the most comprehensive platforms for growth in the industry. First Allied is part of Cetera Financial Group®, a leading network of independent retail broker-dealers. First Allied Securities is part of First Allied Holdings.

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La Bri Group Delivers:

  • Broader Perspective
  • Individualized Solutions
  • Proactive Partnership
  • Independence and Transparency
  • Innovation and Passion

Securities offered through First Allied Securities, Inc. Member FINRA/SIPC
Advisory Services offered through First Allied Advisor Services, Inc.

Check the background of this investment professional on FINRA’s BrokerCheck

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