Banner Investment Services

Close-up of person looking at financial spreadsheets and using a calculator
Meet Delon Mansour, Investment Executive
Phone: 619-827-8118
Email: delon.mansour@lpl.com
Address: 279 F Street, Chula Vista, CA
Assisted by Ramiro Sanchez: 530-527-8585, Toll Free: 866-874-3721

Delon Mansour, CFP®, serves people of all ages and walks of life in the San Diego region. With a bachelor's degree in finance and 10 years of financial industry experience, he prides himself on listening closely to clients' needs, interests and concerns. Understand¬≠ing your long- and short-term goals is a key step in helping you develop a successful financial strategy that will serve you well into the future.  
 
Delon enjoys putting people at ease when discussing financial matters-a subject he understands can be emotional and intimidating for some. As a Chartered Retirement Planning CounselorSM, he aims to take the mystery out of investing as he works with clients on a personalized strategy for retirement planning, estate planning and more. 
 

 

A customized approach

When you work with Delon, your strategy will be distinctly your own, and suited to your unique goals and life situation. As you visit, you can expect Delon to answer your questions along the way. Rest assured that he embodies our philosophy of building trusting, respectful client relationships for the long term. 
 

 

A path to your future

Delon is based in Chula Vista, and routinely meets with clients and interested individuals throughout the San Diego area. He welcomes the opportunity to develop a customized financial strategy for you at no charge. 
 

 

A qualified, trusted representative

Delon is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM
Certifications: FINRA Series 6, 7, 31, 63 and 66, registered through LPL Financial
Accident, Health, Life and Long-Term Care Insurance License: California
State Securities Registrations: Arizona, California, District of Columbia, Florida, Hawaii. Michigan, Nevada, New York, Ohio, Oregon, Texas and Washington
Memberships: Financial Planning Association (FPA)
 

Areas of focus:

Families and individuals

  • Retirement planning
  • Estate planning
  • Investment planning

Business advising

  • Retirement planning
  • Insurance and group benefit plans
  • Succession planning
  • Cash flow management

Securities and Advisory services offered through LPL Financial, a registered investment advisor.
Member SIPC | FINRA Insurance products offered through LPL Financial or its licensed affiliate.

Financial advisors disclosure

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