Meet Fadi Mansour
Fadi Mansour
LPL Financial Advisor - CA Insurance License #0G23953
Serving: Main St. – Downtown Santa Ana, Irvine, Mission Viejo
Appointment: Request Now
Phone: (714) 885-7596
Email: fmansour@orangecountyscu.org
About Fadi
Fadi Mansour, CFP®, brings over a decade of experience in financial services. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2011. His experience includes investment management, fee-based financial planning, insurance and risk management, employee benefits, and retirement planning. Prior to joining LPL Financial at Orange County's Credit Union, his work experience included Goldman Sachs and Merrill Lynch. Fadi is a fee-based, comprehensive, financial planner. Taking a thorough, all-encompassing approach, his goal is to provide his clients with sound financial advice and a greater confidence in pursuing their financial goals. He assists individuals and businesses in the development and implementation of strategies to help pursue financial goals. He takes the time to get to know his clients, allowing him to focus on each client’s particular and unique situation.
Fadi is a graduate of Cal Poly, San Luis Obispo, CA where he received his degree in Business and Economics. He later continued with his studies by taking courses towards his CFP designation. He lives in Costa Mesa with his wife and son. He is outgoing, loves to travel, and is an active member in his church and community.
Fadi holds the following registrations through LPL Financial: FINRA Series 7, 66, and CA Insurance License.
Fadi Mansour
LPL Financial Advisor - CA Insurance License #0G23953
Serving: Main St. – Downtown Santa Ana, Irvine, Mission Viejo
Appointment: Request Now
Phone: (714) 885-7596
Email: fmansour@orangecountyscu.org
About Fadi
Fadi Mansour, CFP®, brings over a decade of experience in financial services. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2011. His experience includes investment management, fee-based financial planning, insurance and risk management, employee benefits, and retirement planning. Prior to joining LPL Financial at Orange County's Credit Union, his work experience included Goldman Sachs and Merrill Lynch. Fadi is a fee-based, comprehensive, financial planner. Taking a thorough, all-encompassing approach, his goal is to provide his clients with sound financial advice and a greater confidence in pursuing their financial goals. He assists individuals and businesses in the development and implementation of strategies to help pursue financial goals. He takes the time to get to know his clients, allowing him to focus on each client’s particular and unique situation.
Fadi is a graduate of Cal Poly, San Luis Obispo, CA where he received his degree in Business and Economics. He later continued with his studies by taking courses towards his CFP designation. He lives in Costa Mesa with his wife and son. He is outgoing, loves to travel, and is an active member in his church and community.
Fadi holds the following registrations through LPL Financial: FINRA Series 7, 66, and CA Insurance License.
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