Broker Check


 
4700 Spring Street
Suite 308 
La Mesa, CA 91942

619.303.0080

Team

Our team specializes in meeting the needs of hardworking individuals, families, and business owners who, among other things, aspire to a work-optional lifestyle and have the desire to secure a family investment legacy.

LS Investment Management exists to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to simplify your financial life by putting all the pieces of your financial plan in one place.  Each plan is unique, just like each of our clients.

Beth is a San Diego native and graduated from San Diego State University with a degree in Finance. She has worked in a variety of financial positions including commercial and private lending banker (San Diego Trust and Savings Bank,...

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For 15 years, Laurie has been a financial advisor in the San Diego/La Mesa area helping people pursue their financial planning goals, by providing advice on Investment, Insurance, Retirement, Estate, and Education Savings. Working with...

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Jen Zertuche

Manager of Everything Operational

619.303.0080

619.741.8668