For over 5 years David S. Lopez, CFP® has been an approved Investment Advisor with SEI. SEI, also known as SPTC and formerly known as Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions. Should you find yourself in need of an approved Investment Advisor with SEI who also has 25 years of experience in South Orange County - do not hesitate to call. 949-542-3316
*Working with an approved investment advisor with SEI is not a guarantee of investment success.