Banner Investment Services - Delon Mansour
Delon Mansour serves people of all ages and walks of life in the San Diego region. With a bachelor's degree in finance and over ten years of financial industry experience, he prides himself on listening closely to clients' needs, interests and concerns. Understanding your long- and short-term goals is a key step in helping you develop a comprehensive 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 Counselor®, 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.
A qualified, trusted representative
Delon is a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC®) and a Chartered Retirement Planning Counselor (CRPC®)
Certifications: FINRA Series 6, 7, 31, 63 and 66, registered through LPL Financial
Accident, Health, Life and Long-Term Care Insurance: California License #OG94256
State Securities Registrations in numerous states
Memberships: Financial Planning Association (FPA)
Areas of focus:
Families and individuals
- Retirement planning
- Retirement income distribution planning
- Investment & Life Insurance planning
- Retirement planning
- Insurance and group benefit plans
- Succession planning
- Cash flow management
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA | SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Investment Services, and may also be employees of Banner Bank.These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank or Banner Investment Services. Securities and insurance products offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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