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Our Team

David S. Lopez, CFP®

Certified Financial Planner™


When I left the Navy, I was searching for a career that I could be an entrepreneur with the required element of serving others. A friend introduced me to Financial Planning, which combined my love of all things math with working with...

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Susan Haines Lopez

Operations Manager

Susan Haines Lopez has a Bachelor of Arts in Mass Communications from Cal State Fullerton with an Emphasis in Advertising. She worked 18 years for corporations such as Disney, AT&T and Prudential in Marketing, Advertising and Sales. 

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Xandy Lopez

Non-Registered Assistant

Xandy graduated from California State University, San Marcos in 2019 with a Bachelors Degree in Mass Communications. She joined our team part-time in 2021. She loves vintage shopping, make up artistry and music from rock and roll to...

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