Alpha Rising Advisors
43yrs
Top advisor by experience in Newport Coast
New
Matthew Joslin
Financial advisor at Laguna Investments
Matthew Joslin is a fiduciary financial advisor in Newport Coast, California, registered since Apr 2026. Matthew has been with Laguna Investments since 2026. Laguna Investments offers investment management and private fund management and is paid through a percentage of assets and performance-based fees.
One of 8 advisors with offices in Newport Coast, and one of 8 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
OfficeNewport Coast, CA
How the firm is paid ?Percent of assets, Performance fee
States licensed ?1 state
Services through Laguna Investments
Investment management for individuals and small businessesManaging private funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowLaguna Investments LLCCurrent firm
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Matthew
How do I contact Matthew?
Call Laguna Investments at 609-577-0699 and ask for Matthew Joslin. Matthew works from the Newport Coast, CA office.
How long has Matthew been a financial advisor?
Matthew is new to the profession, registered since Apr 2026, and holds 1 license.
What licenses does Matthew hold?
Series 65. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Laguna Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
UBS Financial Services
34yrs
Top 10% by experience in California
RBC Capital Markets
22yrs
More experience than 65% of advisors nationwide
Ratner & Associates
19yrs
More experience than 57% of advisors nationwide
Hutchison Road Partners
18yrs
More experience than 55% of advisors nationwide
Wayup Wealth Building Group
13yrs
13 years in the industry