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 Executive’s Council.

Read more

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...

Read more

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...

Read more

Craig Carper

LPL Financial Advisor, CFP®

craig.carper@lpl.com

Craig joined the La Pointe Wealth Management 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...

Read more

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. With her many years of experience with LPL Financial, she brings extensive...

Read more

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...

Read more

Amy Hanna

Client Service Associate

amy.hanna@lpl.com

Amy joined La Pointe Wealth Management in early 2019 as a client service associate. She has over 15 years of experience in the banking and financial services industry. She has worked in various customer service roles with both San...

Read more