Broker Check

Meet Our Team



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.lapointe@lpl.com

David La Pointe, Founder of La Pointe Wealth Management, 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 Chairman’s...

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Karen La Pointe

Branch Operations Manager, AIF®

karen.lapointe@lpl.com

Karen has been working with La Pointe Wealth Management for over 14 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.street@lpl.com

Bryce has been a part of the La Pointe Wealth Management team for more than 12 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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Gail Croteau

LPL Financial Advisor

gail.croteau@lpl.com

Gail has been a financial advisor since 1983 and has always provided her clients with the highest level of integrity, professionalism and personal service. Specializing in comprehensive investment and retirement planning, she believes...

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Craig Carper

LPL Financial Advisor, AAMS®

craig.carper@lpl.com

Craig is pleased to have joined La Pointe Wealth Management in March 2010. He spent the prior 11 years as a Financial Advisor with Edward Jones Investments in Temecula. Craig believes that each client’s situation is unique and...

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Jennifer T. Go

LPL Financial Advisor, AAMS®

jennifer.go@lpl.com

Jennifer T. Go, AAMS has been a financial advisor since 2001 and has built her business by understanding her long-term clients' unique goals and needs. Formerly with Edward Jones Investments for over 15 years, Jennifer joined the La...

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James Glenister

LPL Financial Advisor

james.glenister@lpl.com

James joined La Pointe Wealth Management as a Financial Advisor in 2015 having previously worked at Merrill Lynch in La Jolla. He believes that the wealth management process is grounded in having deeply rooted, sincere, and trusted...

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Reem Moussa

Client Relationship Manager

Reem.moussa@lpl.com

Reem joined La Pointe Wealth Management in April of 2011. Prior to joining our firm she spent six years assisting an LPL Financial advisor in Northern Virginia. She recently moved to California to join her husband, who is a Sergeant in...

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Linda Lake

Client Service Associate

linda.lake@lpl.com

Prior to joining LPL Financial in 2006, Linda has 22 years’ experience in the Securities business which includes time with Prudential and Wachovia Securities as a Senior Sales Assistant. She also worked as the operations manager...

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Christie Maranville

Client Service Associate

christina.maranville@lpl.com

Christie joined the La Pointe Wealth Management team in early 2014 as a client service associate. Prior to joining our firm, she worked as an administrative assistant at Linfield Christian School. She brings with her, many years of...

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Brittany Gray

Client Service Associate

brittany.gray@lpl.com

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

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