Who leads it

Kent LaLonde - President & CEO

I am a Certified Financial Planner™, a Registered Representative with FINRA, and a Registered Investment Advisor Affiliate and I have been advising clients since 1999.    

Our main objective is to reduce portfolio risk without sacrificing returns.   

This can only be done by using a variety of investment vehicles and asset classes.  As an Independent Financial Planner, Your Savings Matters is not limited to the products and services of any one company.  We can truly shop the market and present your clients with the best options available.

Using these tools within the framework of our risk philosophy, we are able to give your clients investment portfolios that you won't have to make excuses for. We are not interested in selling high commission investments to line our pockets. We are interested in helping you to assist your clients in building wealth. Our fee-based compensation means that the wealthier your clients get, the more compensation you receive.

I am married and have two little boys, Jack and Wyatt.  My wife, Gina, worked as a financial analyst for eleven years with IBM, and is a partner in the business. I am fortunate to be able to spend most of my weekends coaching my boys’ sports teams, riding mountain bikes and boating on Newport Harbor. I have the privilege of sitting on the finance committee of a non profit organization with a Budget of $2million. I also have worked with school districts and hospitals setting up 403b and 457b employer sponsored retirement plans.