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


 

Not NCUA Insured Not Credit Union Guaranteed May Lose Value

 


The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA

The financial advisors at Orange County's Retirement & Investment Services are registered representatives with, and securities and advisory services offered through, LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Orange County's Credit Union and Orange County's Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.