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Meet Our Team

Client Centered

Our Wealth Advisors and Service Specialists work directly with you to ensure a smooth transition during the account set up period and are ready to answer any questions you may have along the way. We work hard to establish a relationship built on integrity, experience, teamwork & results.

David La Pointe

Founder & LPL Registered Principal

David La Pointe, Founder of La Pointe Wealth Advisors, has been helping families and businesses throughout the Temecula Valley pursue their financial goals for over 30 years. David is a well-known, LPL Financial Executive’s Council.

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Karen La Pointe

Branch Operations Manager, AIF®

Karen has been working with La Pointe Wealth Advisors for over 20 years and brings many talents to the team. Prior to joining our group, she has had extensive experience in the care of others, having served as a Critical Care Nurse...

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Bryce Street

Branch Office Manager

Bryce has been a part of the La Pointe Wealth Advisors team for more than 15 years. He is an LPL Registered Principal, having his Series 7, 66, & 24 securities registrations through LPL Financial. His background is in Computer...

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Craig Carper

LPL Financial Advisor, CFP®

Craig joined the La Pointe Wealth Advisors team in March 2010 after spending the prior 11 years as a Financial Advisor with Edward Jones Investments in Temecula. He knows that each client's situation is unique and...

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Reem Moussa

Client Relationship Manager

Reem joined La Pointe Wealth Advisors in April of 2011. Prior to joining our firm she spent six years assisting an LPL Financial advisor in Northern Virginia. With her many years of experience with LPL Financial, she brings extensive...

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Brittany Gray

Client Service Associate

Brittany joined La Pointe Wealth Advisors in 2016 as a client service associate. She brings over 15 years of experience with customer service and administration. She moved from Roseville, CA to live closer to family. Prior to joining...

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Ashley Gordon

Client Service Associate

Ashley joined La Pointe Advisors in early 2020 as a client service associate. She brings with her over 15 years of experience providing outstanding customer service. She earned her Bachelor of Arts degree in Psychology from Cal State...

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