Superior Outcomes
Welcome... I'm John Luse founder and manager of Harbor Island Wealth Management. I give you 40+ years of expertise. We base our decisions on Impartial Information... Expert Analysis... Informed Opinions... to focus on investment strategies and financial plans that give you a good chance for superior outcomes.
My education includes a BS in Finance from the University of Vermont, in Burlington Vermont. I served as Company Commander in the US Army and then became a stockbroker with EF Hutton and Kidder, Peabody in New York City. In California, I sold investment products to financial planners and brokers and then returned to advising individual investors working for Morgan Stanley as a broker and as a Registered Principal with LPL Financial Services in Newport Beach, CA. I've been there, done that... I know what it's all about. Increase your potential for superior outcomes... please contact us at (949) 903-8251.
Empowering Your Financial Journey
If you're ready to take charge of your financial future, we've got your back! Connect with our team, which is committed to client success, and see how we can simplify your financial needs with a good chance for superior outcomes.