Lord Wealth Management
Helping you plan a bright future!
Improving your financial position often takes guidance from an investment professional. The professionals at Lord Wealth Management specialize in investment management for the conservative investor. The founder, Nadine has been a firm believer of the financial planning process concept since she opened her financial practice in 1983.
Nadine is a CERTIFIED FINANCIAL PLANNER™ and REGISTERED REPRESENTATIVE with LPL FINANCIAL member FINRA/SIPC. Investment advice offered through INDEPENDENT ADVISOR ALLIANCE (IAA), a Registered Investment Adviser. LORD WEALTH MANAGEMENT, IAA and LPL are separate and unrelated companies. Nadine is a life and disability insurance agent in the states of California (CA Life Insurance License # 0706223) and Arizona (AZ Life Insurance License # 54598). Nadine is also an ENROLLED AGENT (EA), enrolled to represent Taxpayers before the Internal Revenue Service (IRS EA # 89416).
E-Mail: Nadine.Lord@lpl.com
Jacqueline, is Nadine Lord Divan's office assistant. Although new to the office, not unfamiliar to the industry. Jacqueline is currently studying for her tax certification through CTEC and will take the exam to become an Enrolled Agent with the IRS.
E-Mail: Jackie.Peppler@lpl.com
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents in which they are property registered or licensed. No offer may be made or accepted from any resident of any other state.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Lord Wealth Management and Independent Advisor Alliance are separate entities from LPL Financial.
LORD WEALTH MANAGEMENT
25 cerrero ct., rancho mission viejo, ca 92694
ph: 949-766-7808 fax: 949-766-7809
CELL: 951-265-3559
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