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

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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®

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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

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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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Craig Carper

LPL Financial Advisor, AAMS®

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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®

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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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Reem Moussa

Client Relationship Manager

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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

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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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Brittany Gray

Client Service Associate

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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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