Fadi Mansour

LPL Financial Advisor

Fadi Mansour, CFP®, brings over a decade of experience in financial services. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2011. His experience includes investment management, fee-based financial planning, insurance and risk management, employee benefits, and retirement planning. Prior to joining LPL Financial at Orange County's Credit Union, his work experience included Goldman Sachs and Merrill Lynch. Fadi is a fee-based, comprehensive, financial planner. Taking a thorough, all-encompassing approach, his goal is to provide his clients with sound financial advice and a greater confidence in pursuing their financial goals. He assists individuals and businesses in the development and implementation of strategies to help pursue financial goals. He takes the time to get to know his clients, allowing him to focus on each client’s particular and unique situation.

Fadi is a graduate of Cal Poly, San Luis Obispo, CA where he received his degree in Business and Economics. He later continued with his studies by taking courses towards his CFP designation. He lives in Costa Mesa with his wife and son. He is outgoing, loves to travel, and is an active member in his church and community.

Fadi holds the following registrations through LPL Financial: FINRA Series 7, 66, and CA Insurance License.

LPL Financial Advisor
CA Insurance License # 0G23953
(714) 885-7596
856 N. Ross St.
Santa Ana, CA 92701

Santa Ana Ross Street Branch – Monday
Mission Viejo Branch – Tuesday
Irvine Branch – Wednesday
Santa Ana Ross Street Branch – Thursday
Mission Viejo Branch – Friday

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

BrokerCheck

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. Orange County's Credit Union and Orange County's Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Orange County's Retirement & Investment Services, and may also be employees of Orange County's Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Orange County's Credit Union or Orange County's Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Orange County's Credit Union Guaranteed Not Orange County's Credit Union Deposits or Obligations May Lose Value