Join Jonathan and Joshua Keith of Laguna Capital Management as they talk with local leaders and influencers making a difference. Each episode shares their work, impact, and insights—tune in for inspiration and a closer look at the people driving positive change! To learn more, visit https://lagunacm.com/ or call (805) 969-9975.
The information discussed on this podcast is for informational and educational purposes only and should not be considered investment, legal, or tax advice. Opinions expressed are those of the participants, are subject to change, and may not reflect the views of Laguna Capital Management. Any securities, investments, or strategies mentioned are not recommendations to buy or sell. Investing involves risk, including the possible loss of principal. Listeners should consult their financial professional before making any investment decisions. Laguna Capital Management is a registered investment advisor. Services are only offered in states where Laguna Capital Management is properly licensed or exempt from licensure.
As a CFP® professional, Jonathan works on Laguna Capital Management's investment strategies and portfolio engineering for LCM’s clients. Jonathan graduated magna cum laude from California Polytechnic State University, San Luis Obispo with a degree in Aerospace Engineering. Following his time working in the engineering field, Jonathan earned his MBA, graduating with honors from the Tuck School of Business at Dartmouth.