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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

CA Insurance Lic. #0801202

david.lapointe@lpl.com

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®

CA Insurance Lic. #0F30212

karen.lapointe@lpl.com

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

CA Insurance Lic. #0M09183

bryce.street@lpl.com

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®

CA Insurance Lic. #0C72572

craig.carper@lpl.com

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, CFP®
Client Relationship Manager

CA Insurance Lic. #0M09557

Reem.moussa@lpl.com

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

CA Insurance Lic. #0G62068

brittany.gray@lpl.com

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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