Fadi Mansour

Fadi Mansour

LPL Financial Advisor - CA Insurance License #0G23953

Serving: Santa Ana - Ross St., Irvine, Mission Viejo
Appointment: Request Now
Phone: (714) 885-7596
Email: fmansour@orangecountyscu.org

About Fadi

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.

Fadi Mansour

Fadi Mansour

LPL Financial Advisor - CA Insurance License #0G23953

Serving: Santa Ana - Ross St., Irvine, Mission Viejo
Appointment: Request Now
Phone: (714) 885-7596
Email: fmansour@orangecountyscu.org

About Fadi

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.

Request a Meeting with Fadi

We'll do our best to accommodate the day and time of your preference. Once the appointment is confirmed, we'll call you or send you a personal email to let you know.

Reminder

A Client Services Associate will contact you to confirm your appointment within one business day.

We'll do our best to accommodate the date and time of your preference, but please remember that your appointment is not confirmed until we contact you.

To contact LPL about rights you may possess under the California Consumer Privacy Act, click here.

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The financial advisors of Orange County's Wealth Management are registered with and offer securities and advisory services 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 Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Orange County's Wealth Management, 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 Wealth Management. Securities and insurance offered through LPL or its affiliates are

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