About Us
Hi, I'm Edmond N Karam!
I am a LPL Financial Planner and Certified Retirement Counselor (CRC) focused on enhancing the retirement readiness of plan participants. My expertise is typically sought after by individuals seeking retirement planning advice and a complete understanding of their retirement plan.
I hold a B.A. in Business Administration at Cal State University, Fullerton. I currently hold Series 7 and 66 securities registrations with LPL Financial, as well as Life, Disability and Long-Term Care insurance licenses. I am an LPL Investment Advisor Representative, as well as a member of the International Foundation for Retirement Education.
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Dominic Wright - Financial Planning Coordinator
Dominic Wright is on our Financial Planning team. He plays a crucial role in ensuring all your financial service needs are handled with precision and care. Dominic brings a wealth of experience, having worked as a Financial Planner and Project Manager. He is a proud graduate of the University of California, Irvine, and also a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Dominic is a dedicated mentor with Big Brothers Big Sisters of Orange County. He enjoys basketball, making poke bowls, and spending quality time with his greyhound, Koa
Jill Phan - Client Service Specialist
Jill is on our Client Services team. As part of the team, she ensures all our clients’ operational needs and requests are handled efficiently, securely, and accurately. She brings years of customer service to her role and particularly enjoys helping clients resolve challenges. She assists with preparing client meetings.
She was raised in Huntington Beach, CA and although she’s travelled the world, sunny SoCal will always be home. Jill is a foodie and knows where the best restaurants are.
While not working, she enjoys snowboarding, weightlifting, and hanging out with her German Shepherd, Odin & Australian Shepard, Oreo.
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Edmond Karam | CA | 7755 Center Ave, 11th Floor, Huntington Beach, CA 92647 | CA Insurance License # 0G60104
Edmond Karam is a Financial Advisor with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. LPL Financial Form CRS
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ CA FL MI NV PA WA.