Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Home
About
Our Process
Tools
Contact Us
Market Watch
Client Portal

Ask Yourself if What You're Doing Today

Ask Yourself if What You're Doing Today

Susan Haines Lopez | February 03, 2021

Contact

South Orange County Financial Planning

Office: 949-542-3316

Fax: 949-613-7358

16A Journey

Suite 200

Aliso Viejo, CA 92656

david@socfp.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

David S Lopez is a Registered Representative of and offers securities products and advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

In this regard, this communication is strictly intended for individuals residing in the states of California, Oregon, Montana, Washington, Nevada, Arizona, Hawaii, Michigan, Colorado, Tennessee, Idaho, Texas, Utah and New York. No offers may be made or accepted from any resident outside the specific states referenced. As such, these services are strictly intended for individuals residing in California and Oregon.