Barbara Lagunas
Client Services ManagerPasadena Office:
975 South Fair Oaks Avenue / Pasadena, CA 91105 / 626.795.6874
Barbara has served as lead operations manager in Pasadena for nearly 20 years. She plays a vital role in all critical client operations for KWM Wealth Advisory and supports our “Service First” commitment to all clients. Her focus on relationships, exceptional service and quality have cemented her as an invaluable resource to the practice.
Barbara helps us maintain the dedicated and focused service we strive to provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always her greatest priority.
Barbara lives in Los Angeles with her husband. She is fortunate to live near her grown children and grandchildren and treasures time with her family.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
