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...
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.
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...