Mario Zita, financial advisor Dana Point CA

Mario Zita

CRD Number: 1851838
Current Firm: Laguna Wealth Advisors, LLC

Mario Zita (CRD# 1851838) is an Investment Advisor Representative working at Laguna Wealth Advisors, LLC in Dana Point, CA and has over 34 years of experience in the finance industry.

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Gameday Wealth Group / Bga Agents Newport Beach, CA Jul 2017 - Current 5
Daniel Wealth Advisors San Juan Capistrano, CA Oct 2014 - Jul 2017 2
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Mario D. Zita
Phone Number: 949 464-4466
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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