Q3 2026 Plan Participant Newsletter

Contact

Office: (949) 835-5565

Fax: (855) 888-9265

mario.vasquez@lagunapointewa.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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** LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial

Mario Vasquez is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Golden State Wealth Management, a registered investment advisor. Golden State Wealth Management, Laguna Pointe Wealth Advisors and LPL Financial are separate entities.

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

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